“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics

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