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Description
Your clients are asking Medicare questions. Are you ready to answer—or refer to someone who can?
This isn’t just another Medicare 101.
This is a strategic, advisor-focused session to help you stay ahead of regulatory changes, integrate Medicare and ACA into your financial planning conversations, and become an even more indispensable resource to your clients.
Learning Objectives
Here’s what you’ll walk away with:
Medicare Secondary Payor rules—decoded
New Medicare enrollment timelines and regulations you must know
Major Part D changes coming in 2025 and 2026
Smarter pre-enrollment strategies using IRMAA, HSA, COBRA, and ACA planning
This is a content-rich, high-impact hour that will sharpen your value—and protect your clients.