Become known as a local resource on Medicare planning. Educate clients and prospects using our three FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Medicare Planning for Boomers. Each presentation includes 45+ PowerPoint slides and an associated speech (presentations run 45-60 minutes).
Additionally, you will have the materials to present to CPAs and offer them one hour of CPE credit.
Not a Member? Click here to learn more about our Savvy Medicare Planning for Boomers program.