Savvy Medicare Planning Store
Savvy Medicare Planning for Boomers: A Client Education Program
Get the Mastery You Need to Help Clients Manage Their Retirement Health Care Expenses!
- Speak knowledgeably with clients and prospects about Medicare and health care financial planning.
- Open up new areas of discussion with clients, prospects, and centers of influence.
- Deepen your relationships with clients by helping them with this complicated and important part of their retirement plan.
- Deliver excellent service by providing information, resources, and guidance geared to each client’s unique circumstances.
Medicare Mastery Program
Get the important insights and tools to help you help your clients make the best Medicare decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!
The Baby Boomer’s Guide to Medicare
Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, has worked to develop a new FINRA-reviewed client-resource on Medicare—one that addresses the basics, but also dives into the more advanced aspects of a complicated topic. It’s The Baby Boomer’s Guide to Medicare: a FINRA-reviewed reference that nails down all the important information in one digestible, four-page resource.
Health Care Quick Reference Guide
People need concise, objective and easy to understand information about Medicare and its many complexities. Now you can give them just that with the Health Care Quick Reference Guide.
This branded 8.5" X 11" reference has plenty of Medicare information. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources with more information.
The Health Care Quick Reference Guide is available both as a free PDF (for members) or as a customizable print ($227.00 per 100).
Order Customized Prints