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Description
Medicare's complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between between traditional Medicare and Medigap Plans, and Medicare Advantage Plans. Special focus will be placed on advanced planning considerations for high-income clients facing IRMAA surcharges as well as critical enrollment timing.
Learning Objectives
In this one-hour webinar you will: 1. Understand the key components of Medicare and Medicare Advantage Plans and how to make an informed decision between the options; 2 Learn about the 2025 changes to Medicare Part D; 3. Confirm when to sign up for Medicare; 4. Additional considerations for high earning clients.