Why Medicare conversations matter
Did you know even small Medicare mistakes can be irreversible and costly? In fact, one person can make thousands of dollars in Medicare mistakes in just one year.¹ And choosing a plan is highly individual, yet 72% admit they don’t fully understand Medicare.² Learning to meaningfully support this key decision not only better serves clients but can strengthen your relationships.
We've partnered with Medicare experts, 65 Incorporated, an industry leader in unbiased Medicare guidance to bring you these resources.*
Understand Medicare myths to build confidence in retirement plans
To start a productive client conversation, understanding Medicare myths is a great first step. It helps them understand what’s at stake, and builds confidence in a path forward with you by their side. Check out three common myths.
Ready to debunk Medicare myths with your clients?
Download and share this client-approved brochure at upcoming meetings. It will help you start a productive conversation about Medicare as part of their holistic retirement plan.
Begin Medicare planning by focusing on timing and plan type
Many clients start planning in the middle of the process. Reframe the approach with six Medicare steps, and focus your discussions on the first two: enrollment timing and plan type. Our financial professional guide can help you get started.*
Host a turnkey client event to share Medicare knowledge
Position yourself as a trusted resource by hosting an informational client seminar on this important topic. We’ll provide everything you need to be successful, from invitations to presentation and workbooks.
Other related topics
Understanding Social Security and optimization strategies
Why guaranteed income can help support your clients' retirement confidence
Important income risks to consider in retirement planning
We’re here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
*This material was developed in collaboration with 65 Incorporated, an industry leader in unbiased Medicare guidance. 65 Incorporated was co-founded by Diane J. Omdahl and Melinda A. Caughill. Diane is a registered nurse and one of the nation’s foremost Medicare experts and Melinda is a noted Medicare speaker. 65 Incorporated helps consumers and financial professionals with Medicare information and individualized guidance.
1 "An Introduction to Medicare — Why is Medicare So Confusing?", https://www.i65.com/, 2019.<br/><br/
2 Nationwide Retirement Institute®. Healthcare Insights from the 2018 Nationwide® Healthcare and Long-term Care Consumer Survey.
3 2019 Health Care Consumer Survey: Summary of key findings, Nationwide Retirement Institute®.
4 Kaiser Family Foundation. The Financial Burden of Health Care Spending. March 1, 2018.
5 "90% of Those Enrolled in Medicare Prescription Drug Coverage Could be Overpaying" eHealth Insurance, August 30, 2017.
WEB.3142127.09.21
1 "An Introduction to Medicare — Why is Medicare So Confusing?", https://www.i65.com/, 2019.<br/><br/
2 Nationwide Retirement Institute®. Healthcare Insights from the 2018 Nationwide® Healthcare and Long-term Care Consumer Survey.
3 2019 Health Care Consumer Survey: Summary of key findings, Nationwide Retirement Institute®.
4 Kaiser Family Foundation. The Financial Burden of Health Care Spending. March 1, 2018.
5 "90% of Those Enrolled in Medicare Prescription Drug Coverage Could be Overpaying" eHealth Insurance, August 30, 2017.
WEB.3142127.09.21
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