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  • Financial Planning

    Crucial Medicare Information for You and Your Client


    Are your clients in a Medicare plan that provides the appropriate coverage at the lowest cost?  Whether it is Original Medicare, Medicare Advantage, or a Medicare Supplement, finding the right plan now will help mitigate a future health care financial crisis.  Join Jim and Monica to discuss:

    • Reviewing enrollment periods;
    • Identifying who is eligible;
    • Describing the five things your client must know about Medicare;
    • Learning how you can avoid excessive costs.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by James Fogelstrom and Monica Szakos Cramer

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