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A Financial Advisor’s Guide to Medicare & Special Enrollment Periods
Course Information
Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
This program is a discussion on Medicare transitions. It is a discussion with Financial Advisors on how to assist their clients on managing situations such as life transitions, assisted living, stroke, selling home, etc. Topics such as enrollment periods and Medicare extras will be discussed.
Learning Objectives
  1. Have a better understanding of Medicare’s Special Enrollment Periods
  2. Understand the importance of annual Medicare reviews and plan management
  3. Better understand that Medicare does not cover Long Term Care services
Keith Nabb
Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
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