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Medicare was complex enough before the new legislation—which means that now, clients are bound to have more questions than ever. Here's an overview of the costs and coverage provided by Medicare, as well as the changes you and your clients can expect over the next few years.
HSAs offer individuals and families a new, tax-advantaged way to save money for medical expenses and introduce new marketing opportunities for advisors. Here's what you need to know to counsel your clients effectively.
The over-85 age group is the fastest growing in America and many will not be able to rely on insurance to take care of their health care needs. When helping plan for the future of a client's elderly spouse or parent, it's important to keep all options open.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions 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.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025