Resources for Financial Advisors
As someone who previously worked in wealth advisory, I know how important it is to have a trusted network of professionals in other areas of finance. If you have clients that are looking for guidance in Medicare planning, I can simplify the process and help them make well-informed decisions. I do not offer any investment or financial advice beyond health insurance, so your position as their Financial Advisor is protected.
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If you would like to learn more about the ways in which I can be a value add for you and your clients, please give me a call or send me an email to connect.
Licensed & certified with
all major carriers
Compensated by the carriers
16+ years experience
in the industry
Medicare Timeline
I created a Medicare Timeline (below) that I encourage my financial advisor partners to provide their clients with when questions about Medicare planning come up. You are welcome to download it below.
*Please note that clients should be aware they need to be communicating with the Social Security Administration no matter what their future work or retirement plans are prior to turning 65.
