Medicare Open Enrollment: Last Minute Tips and Tricks

Open Enrollment for Medicare ends on December 7th, but it's not too late to help clients optimize their Medicare coverage! 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 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 on a short deadline for enrollment
• 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

Christine Simone, Caribou's CEO, will walk you through this presentation and answer any questions you have at the end.