Medicare Open Enrollment 101: Preparing for the 2023 Season

Open Enrollment for Medicare is October 15th - December 7th, which means it’s time for financial planners to prepare now! Helping your clients aged 65+ determine their ideal Medicare coverage is a great way to create a touchpoint with current clients. Plus, being able to promote that you know how to walk clients through the Open Enrollment process can be an excellent strategy to grow and retain clients.

This webinar will go over Enrollment timelines, how to determine which Medicare coverage options are the optimal choice for individual clients, and how to use Open Enrollment as a planning opportunity to improve clients’ overall financial plans.

Key Learnings - By the end of the webinar, you will:

• Know how to leverage Open Enrollment as a planning strategy that results in firm growth
• Understand the difference between Original Medicare and Medicare Advantage
• Understand how Medicare drug plans work
• Be able to clearly outline action items, such as specific enrollment timeframes
• Understand how personal preference, risk tolerance, and other factors impact available plans and the cost of coverage
• Be able to prepare a list (“cheat sheet”) of commonly asked questions by clients regarding healthcare costs and Open Enrollment

Clarice Fleming, Caribou Healthcare Planning Coordinator, will walk you through this presentation and answer any questions you have at the end.