Financial advisors who want to tap into the retiree market can differentiate their services by offering clients and prospects an annual Medicare review.
This service should be scheduled before the start of the Open Enrollment Period for 2014 coverage, which runs from Oct. 15 through Dec. 7, 2013.
It should offer retirees professional guidance on choosing cost-effective options for basic Medicare, Medicare Advantage, Part D prescription drug coverage and Medicare supplemental insurance ("Medigap").
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.