Adding Medicare to Your Portfolio

Are you offering Medicare planning for your clients? If not, someone else is, and it might not lead to a positive outcome.

While the Center for Medicare and Medicaid Services (CMS) has recently put several new compliance regulations in place that make selling Medicare products more of a challenge, there is good reason. Your clients are getting mailings, emails, advertisements, and phone calls several times a day. Many of these contacts are through companies and systems that do not have your client’s best interests at heart. They are only looking to make a quick sale.

If you are a financial advisor or someone who works with retirement planning, make sure your clients are working with a trusted advisor for Medicare. Whether it is you, an employee in your office, or a referral partner, watch to learn more about what it takes to add Medicare to your portfolio.

We will discuss:

• Basic requirements to offer Medicare products
• Successful strategies for adding an employee
• What to look for in a referral partner

Don’t leave Medicare costs to just anyone—be your client’s trusted advisor with all parts of retirement planning.