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A Financial Advisor’s Guide to Medicare & Special ...
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
Have a better understanding of Medicare’s Special Enrollment Periods
Understand the importance of annual Medicare reviews and plan management
Better understand that Medicare does not cover Long Term Care services
Speaker
Keith Nabb
Summary
Availability:
Retired
Cost:
Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
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A Financial Advisor’s Guide to Medicare & Special Enrollment Periods Course List
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