Financial Advisor’s Guide
Two comprehensive resources are available to financial advisors who join Savvy Medicare Planning for Boomers.
Not a Member? Click here to learn more about our Savvy Medicare Planning for Boomers program.
The Financial Advisor’s Guide to Savvy Medicare Planning for Boomers
This three-module action guide by Elaine Floyd, CFP®, walks you through the major aspects of Medicare planning from the point of view of your clients who are incorporating Medicare into a comprehensive retirement income plan.
Table of Contents:
Session One: Medicare Basics
Session Two: Private Insurance
- Medicare Eligibility and Pricing
- Medicare Enrollment
- Medicare Management
Session Three: Managing Health Care Expenses in Retirement
- Prescription Drug Plans
- Medigap Policies
- Medicare Advantage Plans
- Understanding and Projecting Total Health Care Costs
- Planning for Long-Term Care
Health Care Quick Reference Guide
The annually-updated Health Care Quick Reference Guide contains lots of handy facts and figures in an easy-to-read format. Information includes annual premiums and deductibles, a breakdown of Medicare enrollment periods, and a handy reference on the Affordable Care Act.
The Health Care Quick Reference Guide is available both as a free PDF or as a customizable laminated print ($197.00 per 100).