Find out how your clients’ Medicare plans can change your conversations about their financial plans. Healthpilot’s Shannon Granahan talks about Medicare and the impact the right (or wrong) plan can have on healthcare costs during retirement. You’ll learn why you want to make Medicare part of your financial planning conversations, when to bring it up, and how your clients can use Healthpilot’s free online platform to find an unbiased Medicare plan recommendation tailored for their needs. Shannon also shares firsthand experience why Healthpilot is such a key part of this critical conversation.
• Why Medicare is an important part of your financial planning conversations
• When to bring up Medicare in your financial planning conversations
• How your clients can use Healthpilot’s online platform to find and enroll in the right Medicare plan for their needs
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use the code CECOACHING for free registration.