Brian works with retirees like you, and their financial advisors, to help navigate his clients through the Medicare enrollment process. He helps clients understand:
– When they CAN apply vs. when they SHOULD apply?
– What does Medicare cover vs. what Medicare misses?
– Do you really need “Cadillac-style” benefits immediately, or can you wait to “ Go Big”?
– What are the trade-offs to not taking certain options immediately?
Most of Brian’s referrals come from financial advisors who want their clients to get help with the above, AND the following:
– Understanding what, if any, Medicare benefits cover Long-Term Care?
– How Medicare should be represented in a financial plan?
– How to build an income plan from retirement assets to ensure the client never misses a Medicare Supplemental Insurance premium?
– Offer a proactive solution to clients who have Medicare questions, and are being deluged by strangers offering Medicare help.
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