Savvy Medicare Planning Store

Savvy Medicare Planning for Boomers: A Client Education Program

Savvy Medicare Planning for Boomers

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.
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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!

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The Baby Boomer’s Guide to Medicare

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.

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Health Care Quick Reference Guide

Health Care Quick Reference Guide

People need concise, objective and easy to understand information about Medicare and Obamacare. Now you can give them just that with the Health Care Quick Reference Guide.

This branded 8.5" X 11" reference has Medicare information on the front and Obamacare details on the back. Each side includes critical information about which programs apply to which people; when to apply, information about premiums and deductibles, and references to other resources with more information.

The Health Care Quick Reference Guide is available both as a free PDF or as a customizable laminated print ($197.00 per 100).

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Customized PDF