Learning Center

Medicare Basics and the Health/Wealth Connection

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More than ever, today's Financial Advisors are getting Medicare questions. Baby Boomers are aging into the Medicare space at a record pace, and they are turning to Financial Advisors for guidance. While advisors don't need to be experts, they do need to have a working understanding of Medicare, the gaps that exist in the program, and the products available to limit client risk and exposure. Additionally, there are strategies advisors can use to more deeply engage their Medicare-eligible clients, those soon-to-be eligible, and prospective clients who are seeking Medicare help.

  • Identify the basic principles of Medicare, including eligibility rules, coverage scope and limitations, common misconceptions, and potential risk areas for clients and advisors
  • Classify the different types of Medicare products available to consumers to fill in coverage gaps or provide additional benefits and coverage beyond Original Medicare (Medicare Supplement Plans, Prescription Drug Plans, Medicare Advantage Plans)
  • Integrate basic Medicare reviews and conversations into their planning/advisory practices, including strategies for clients who will become newly eligible for Medicare during the year, those already on Medicare, as well as how to use Medicare planning to attract new clients

Samantha Anderson

Licensed Insurance Agent and Business Development Manager

United Healthcare

Samantha is a licensed insurance agent and Business Development Manager for Northern New Mexico with United Healthcare. She has 5 years of experience in the healthcare field with a B.A in Health Education from South Dakota State University. Samantha is from Minneapolis, MN.

Hillary Rivera

United Healthcare

Hillary is licensed health insurance agent and Business Development Manager for Rio Grande Valley with UnitedHealthcare. She has over 9 years of experience in the healthcare field. Born in New York and raised in Puerto Rico, Hillary now calls Miami home.

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Medicare Basics and the Health/Wealth Connection
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available