Alternative Health Insurance Options & Their Risks
Short-term health insurance plans and health sharing ministries have become more popular for those not yet Medicare eligible. This course explores how to explain these plans to clients in the context of financial risk and planning.
The Good, the Bad, and the Ugly About Medicare Drug Plans
This course relates to the impact of medication costs on longer-term planning, specifically for individuals who are approaching Medicare eligibility, as well as clients currently covered under Medicare coming into open enrollment in the fall.
Planning Early Retirement: What About Healthcare?
Financial advisors will learn the important role healthcare planning plays in pre-65 retirees’ financial plans. You’ll discover background information, data, and case studies highlighting the implications of healthcare expenses for pre-65 retirees.