Why and How to Have the Medicare Conversations with Your Clients
Wednesday, September 29th ▪ 12:00 pm to 1:00 pm
Virtual through Zoom
FPA of Michigan Members: Complimentary
Non-FPA Members: $25.00
Approved for 1 CFP CE
About the Presentation: Ten thousand Baby Boomers are turning 65 every day in America, and this will continue over the next ten years. Nearly all of them will be required to make an important decision regarding their healthcare - one that will encourage them to connect with their trusted financial professionals for guidance and support. The convergence of health and wealth is happening NOW.
During this discussion, Adam will teach you more about Medicare and why you should consider talking about it with your clients. He will help you make well-informed decisions with your clients regarding Medicare options, and why this conversation is so important. He will also provide you the necessary resources, so you don’t have to ignore your clients healthcare needs, or turn away future clients.
- Understanding the basics of Medicare
- Knowing how to handle Medicare questions
- Knowing who to contact for Medicare help or questions
- Understanding the importance of addressing Medicare within retirement planning
About Adam: Adam is a Market Sales Manager for Michigan with UnitedHealthcare Medicare Solutions. With over eleven years as a licensed insurance agent, and eleven years of experience as a sales leader at UnitedHealthcare, Adam's passion is to help people better understand that the complexities of Medicare don't have to be overwhelming. This includes licensed agents and other financial professionals who address this need daily with their clientele.