Savvy Medicare Planning Store

Savvy Medicare Planning for Boomers: A Client Education Program

Get the Mastery You Need to Help Clients Manage Their Retirement Health Care Expenses!

• Speak knowledgeably with clients and prospects about Medicare and health care financial planning.
• Open up new areas of discussion with clients, prospects, and centers of influence.
• Deepen your relationships with clients by helping them with this complicated and important part of their retirement plan.
• Deliver excellent service by providing information, resources, and guidance geared to each client’s unique circumstances.

The Baby Boomer’s Guide to Medicare

Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, has worked to develop a new FINRA-reviewed client-resource on Medicare—one that addresses the basics, but also dives into the more advanced aspects of a complicated topic. It’s The Baby Boomer’s Guide to Medicare: a FINRA-reviewed reference that nails down all the important information in one digestible, four-page resource.

Medicare Quick Reference Guide

People need concise, objective and easy to understand information about Medicare and its many complexities. Now you can give them just that with the Medicare Quick Reference Guide.

This branded 8.5" X 11" reference has plenty of Medicare information. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources with more information.

The Medicare Quick Reference Guide is available both as a free PDF (for members) or as a customizable print ($247.00 per 100).