About this event
Type: Educational Session
Title: How to Protect Clients from Scams During Open Enrollment
Speakers:
- Christina Reeg, OSHIIP Director for the Ohio Senior Health Insurance Information Program
- John Lawton, CEO & Financial Advisor for BLB&B Advisors
Moderator:
- Clarice Fleming, HealthPlanning Coordinator at Caribou
Details: Unfortunately, the Medicare Open Enrollment season is prime time for scams. These scams pose a major threat to the success of your client's financial plan, and can cause a considerable of stress if your client becomes a victim. In this session, you'll hear insights and tips on how to protect clients from scams, how to help them identify legitimate communications from Medicare, and more.
Hosted by
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Guest speaker
Christina ReegG
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Guest speaker
John LawtonG
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Team member
Clarice Fleming Health Planning Coordinator @ CaribouT
With over 10 years of industry experience, I work with clients of financial advisors to assist with Healthcare Planning and education.
Caribou
Learn how we help financial advisors and their clients build stronger financial futures through healthcare planning.
