Speaker
Mark Brownstein

Session Details

Maximizing Your Clients Medicare - Inflation Reduction Act Changes Impacting your Clients for 2025+

Finance & Insurance

Date: Saturday, August 23, 2025
Time: 1:20 pm

Many changes have been introduced to Medicare for 2025 and increased awareness by their trusted advisors is becoming increasingly important. Medicare plans have been eliminated and Med Adv benefits have been reduced and Medigap premiums have gone up. All of this change is due to the Inflation Reduction Act being rolled out in 2025. Prescription drug prices have a new out of pocket limit and there is a new payment plan option that is impacting clients and pharmacies alike! All plans for all Medicare beneficiaries should be reviewed every year!

Learning Objectives:

1. Define Medicare enrollment: Know who can apply, how to do it and when.
2. Identify resources for first time and existing Medicare enrollees or for people turning 65 or post-retirement so they understand options and make informed decisions.
3. Analyze big Medicare changes for 2025, both national and statewide so enrollees can access the benefits they’re entitled to receive and utilize and select the coverage and carrier that is the most stable and that best suits their health care needs and budget.

 

This session is not intended to be a substitute for professional financial advice from a qualified financial advisor.