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Description
Educate yourself and your clients. With so many coverage options and changes to Medicare, it's essential to educate your clients to help them make the right decisions for their health and their financial plans. For clients reaching 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 options to cover the critical areas of medical, dental, vison and hearing expenses and the benefits typically offered by insurance companies each year. Discussion will include the changing Medicare landscape, Medicare and consumer trends, ethical Medicare practices, recent CMS rulings, caregiving, changing Medicare coverage for Alzheimer patients, weight-loss drugs, and resulting impacts on carriers’ profitability. Groundbreaking digital, secure AI processes allowing for faster Medicare drug-plan reviews and prescription-drug savings will also be discussed.
Learning Objectives
"Health care planning is a significant unknown for financial planners and their clients. Organizations such as Fidelity and Employee Benefit Research Institute offer averages, and we know there is rarely an average person. Dr. McClanahan helps you refine how to plan for this unknown and how to effectively use health care information in various aspects of the planning process by:
1. Teaching you how to have easy and informative discussions with clients about health issues and how these issues may impact client planning
2. Understanding the client’s health care mindset so they can understand their part in controlling health care costs
3. Showing you how to incorporate the client’s health care status with insurance planning, income planning, and advance directive planning
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