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This presentation will equip financial planners with the knowledge and tools to help early retirees navigate the health insurance gap before Medicare eligibility. We’ll explore key healthcare cost concerns, common misconceptions, and the various insurance options available, including COBRA, ACA Marketplace plans, and off-market alternatives. Attendees will also learn strategic financial planning techniques—such as optimizing income for ACA subsidies—to make health insurance more affordable. Through real-world case studies, interactive discussions, and actionable frameworks, advisors will leave with the confidence to integrate health insurance planning into their client conversations effectively.
Identify and compare health insurance options for early retirees.
Implement income-based strategies to make health insurance more affordable.
Confidently integrate health insurance planning into retirement discussions with clients.
Matt Allen is the Founder at Iconic Insurance, where he specializes in helping and educating self-employed individuals, small business owners, and early retirees navigate the complexities of health insurance. With years of experience in the industry, Matt has developed a deep understanding of the financial challenges that come with securing quality healthcare coverage outside of employer-sponsored plans. Iconic Insurance's Mission Statement: We Empower People to Confidently Navigate the Healthcare System.