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

Health Care Quick Reference Guide

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
  • Medicare Eligibility and Pricing
  • Medicare Enrollment
  • Medicare Management
Session Two: Private Insurance
  • Prescription Drug Plans
  • Medigap Policies
  • Medicare Advantage Plans
Session Three: Managing Health Care Expenses in Retirement
  • Understanding and Projecting Total Health Care Costs
  • Planning for Long-Term Care
CE Exam

Health Care Quick Reference Guide

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, descriptions of insurance choices, and a breakdown of Medicare enrollment periods.

The Health Care Quick Reference Guide is available both as a free PDF (for members) or as a customizable laminated print ($227.00 per 100).

Order Customized Prints

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Medicare Planning Program. Use of this material is subject to the Medicare Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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