September Webinar

Take the mystery out of Medicare. Educate yourself and your clients. Everyone knows that it is important to consider Medicare at age 65. But to know the rules the government has imposed is often confusing and overwhelming. In rare cases, penalties may be assessed if your client does not sign up at the right time. Help them avoid critical mistakes. Mark Brownstein, a Medicare insurance specialist, will provide attendees with knowledge about the enrollment process, the timing, and how to choose a plan that’s right for their individual situation based on their health and their budget. Finding the right Medicare plan requires careful consideration and a reliable independent resource. If clients are turning 65, retiring, or moving to a new address, they need to know key dates and information about plans available in their state or county. Learn how to cover the critical area of medical expenses. This workshop will help you sort out the many options and plans that are available to Medicare-eligible clients.

Specifically, Mark will address:

• How, when and at what age  to sign up for Medicare.
• What your clients need to know before leaving their company group or retiree plan.
• Medicare Parts A, B, C, and D.
• Basic Medicare coverage, its cost, and the need for supplemental insurance.
• The need to review doctors and medications closely.
• How to spot situations where clients may defer Medicare Part B, saving money and allowing more time to plan for, and around, its eventual impact.
• How IRMAA can dramatically increase the healthcare costs for higher income clients, and what options exist.
• The unique Medicare rules for COBRA and HSAs.
• Why so many Medicare enrollees tend to focus on prescription costs, out-of-pocket healthcare expenses, and issues around access to care.