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Managing Medicare regarding Asset Management
Course Information
Content Level: Foundational
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
Discusses how financial advisors can assist their clients on managing their healthcare costs & drug costs, unexpected life events that may occur and how to avoid or appeal IRMAA “back taxes”. Topics such as “What Medicare doesn’t cover” will also be explored.
Learning Objectives
  1. Learn how to manage the cost of senior healthcare & drug costs
  2. Understand the importance of appealing or avoiding IRMAA “back taxes”
  3. Recognize that Medicare doesn’t cover every healthcare need
Keith Nabb
Keith is a native of Gwinnett County, Georgia. He established himself as an industry leader as an independent health insurance broker in Suwanee. His commitment to Gwinnett County is evident through years of community service: President of the Gwinnett Council for Seniors; a graduate and past Board Chairman of the Gwinnett Neighborhood Leadership Institute (18 years). Keith has been a noted leader within his city for public art and city planning initiatives.

In 1995 he opened his first agency, Affordable Health & Life Plans, Inc., an independent health insurance brokerage. This was the first health insurance agency in Georgia to have an internet website, quoting health plans!

Keith transformed his agency in 2013 as Affordable Medicare Solutions, specializing in Medicare planning and Individual Health Insurance. With the changes in Medicare and health care due to the Affordable Care Act, Keith continued his trendsetting approach to educating the public on their new healthcare and Medicare options. As the preeminent Medicare educator in Georgia, Keith has personally taught over 1000 classes on these subjects to professionals and consumers at conventions, senior centers, hospitals, churches, and schools.
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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