Your Client Is Turning 65: What to Know About Initial Medicare Enrollment

11,000 people turn 65 every day! Your clients will encounter this big life milestone too, and it represents a great opportunity to speak with them about Medicare and support them through their initial enrollment. This webinar will explain enrollment timelines, determine which Medicare coverage options are the optimal choice for individual clients, discuss how to address clients who are still working and their spouses, and, most importantly, relate it all back to how it impacts your clients’ financial plan.

Key Learnings - You will be able to:

• Understand the difference between Original Medicare and Medicare Advantage.
• Clearly outline action items, such as specific enrollment timeframes.
• Know which situations make sense to delay Medicare
• Understand how personal preference, risk tolerance, and other factors impact available plans and the cost of coverage.
• Prepare a list (“cheat sheet”) of commonly asked questions by clients regarding healthcare costs.

Christine Simone, Caribou co-founder, will walk you through this presentation and answer any questions you have at the end.