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Healthcare in Retirement is aimed at Financial Planners’ clients approaching or already on Medicare. Kerry Quick, who will be conducting the presentation, is a benefit advisor at Seniority Benefit Group having worked with over 4,000 Medicare beneficiaries since 2008. Medicare is in many ways separate from that of wealth management, so it’s understandable that financial planners might need some ancillary assistance. That’s where Seniority Benefit Group comes in.
Kerry will explain Seniority Benefit Group’s role in the retirement planning topic, touching on Medicare enrollment windows to be aware of, the different Medicare plan options available, and best practices to avoid complications. One key aspect of Medicare eligibility that Kerry will focus on is those who continue to work and remain on their employer insurance plan past age 65 (Medicare eligibility age).
Finally, an oft-forgotten aspect of Medicare coverage is the Income Related Monthly Adjustment Amount. For those with higher incomes into retirement, the IRMAA charge can greatly impact one’s decision to maintain one’s employer coverage or make the transition to Medicare. Moreover, IRMAA is one of the most questioned aspects of Medicare among those eligible.
Learning Objectives:
1.) When/how Seniority Benefit Group can assist Financial Planning Associations with clients on and approaching Medicare.
2.) Overview of Medicare with an emphasis on comparing one’s Medicare options even when still working.
3.) Explanation and application of the Medicare Income Related Monthly Adjustment (IRMAA).
To view Kerry's Presentation, visit the following link: