Open Enrollment is a specific time of the year when you can modify your Medicare or Marketplace coverage — if only it was that simple! There is a lot of nuance to the timing and types of changes that can be made, which offers an opportunity for advisors to showcase to clients their proactive, planning-oriented services and demonstrate value.
Join Carson Coaching and Christine Simone, CEO of Caribou, on Thursday, August 24 at 1 pm CT for a presentation on Medicare Open Enrollment, providing an overview of its pieces and parts, what they cover, and their general associated costs. With those basics understood, it will then go into the many types of modifications that can be made during Medicare Open Enrollment, running annually from Oct 15th – Dec 7th. It will also cover the case studies and direct cost savings opportunities of going through this exercise with clients as part of your financial planning process.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for one hour of CFP and/or The American College CE credit.