Help your clients recognize their health-care insurance alternatives as retirement approaches.
Marketplace enrollment remains open until Jan. 31, providing fresh alternatives for early retirees and high-income individuals.
Clients are increasingly asking their financial advisors to help determine their Social Security retirement strategy, but advisors should also focus on Medicare benefits.
Some older clients may benefit from these plans, but for others they may be a bad match, considering that people 55 and older account for more than 50 percent of U.S. health-care spending.
With the second year of the Affordable Care Act enrollment period underway, here are a few important lessons for advisors when helping clients choose a marketplace plan.
Medicare's annual enrollment period is an opportunity for financial advisors to shine by helping to correct basic misperceptions and misunderstandings about the program.
For your clients who are 64 going on 65, it’s time to have “the Medicare talk.”
Financial advisors can offer guidance to clients, and attract new ones, by helping them understand and prepare for health-care costs in retirement.