Client Presentations

Become known as a local resource on Medicare planning. Educate clients and prospects using our three FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Medicare Planning for Boomers.

Additionally, you will have the materials to present to CPAs and offer them one hour of CPE credit.

Not a Member? Click here to learn more about our Savvy Medicare Planning for Boomers program.

Your membership includes a license to deliver and distribute:

Client Presentations (FINRA reviewed)


Three customizable client education presentations, including:

  • Savvy Medicare Planning: Managing Health Care Expenses in Retirement
  • Savvy Medicare Planning: 30 Minutes on Medicare Basics
  • Savvy Medicare Planning: Transitioning to Medicare

Each presentation includes 45+ PowerPoint slides and an associated speech (presentations run 45-60 minutes).


This material is provided exclusively for use by individuals with an active license to the Savvy Medicare Planning Program. Use of this material is subject to the Medicare Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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