Medicare Specialists
248.871.7756
Medicare Specialists
248.871.7756

Advisor Chat

You Never Know….

We know but people are skeptical 🙂 We did two sessions yesterday for a financial planner (Danielle Holmes in Howell, MI – she’s awesome)….. There’s a couple that comes to the session every time we hold it. So, trip #3, knowing that these two have a UHC Plan F, we said “ok, last call –...
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Skilled Nursing *Warning

Hey advisors!  Boomer ran into a case this week with a 70 year old that finds herself in a skilled nursing facility.  She’s on Medicare and has a Medicare supplement via her employer.  All good – except that the supplement happens to be a Plan B.  As in outdated, archaic, and has gaping coverage holes...
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Financial Quarterback?

We’ve all heard that, overused by now, “financial quarterback” label. We find that most advisors really want to be that point person that the clients come to and ask just about any question of you. You want to be that provider of good information, help, and more. At each community ed class I teach, I...
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“Retirement Planning”

There are 60 million people currently in the Medicare system.  That number is growing by 10,000 people every day. Sooooo, guess what. There are a lot of “advisors” out there focusing on those numbers.  Here’s where Medicare comes into play. So, when someone turns 65, in our opinion, they have to have a conversation about...
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Under 65 and Medicare

There are millions of people out there on SSDI that eventually qualify for Medicare coverage (after 24 months).  To us, when someone is on SSDI, it is sort of a no-brainer that we may come to the conclusion without even asking them about their health that… they may have some health challenges (sarcasm). We will...
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Webinars

It’s been a booming week at Boomer Health Group  🙂 We had webinars delivered to Texas, Indiana and across the country with the software platform called IncomeConductor.  Some sessions are geared towards the advisors’ clientele and other sessions are geared towards educating the advisor as to what to look for, what to ask about, and...
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Partners – CPA’s, FA’s…

Boomer considers CPA firms, Financial Advisors, HR personnel, group health folks — all of you, our partners if you will.  You’re the front line to our ultimate confused client. Last week, a financial firm and a CPA firm co-hosted a breakfast for 20 clients.  We were brought in to talk about, you guessed it –...
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COBRA – Perk Up If You Hear That Word

COBRA issues with our 65+ crowd have been everywhere these last few weeks for some reason. Advisors – if you hear the word COBRA and your client is approaching or is over age 65, please get them to a qualified Medicare person ASAP.  That client needs to understand that COBRA is not primary to Medicare.  If...
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Is Part A automatic?

Short answer, no. But, we get calls and emails from our clients saying “my group person said that I’ll get Part A automatically and I need to do nothing”.  Did the group person ask if you are receiving social security benefits?  That’s when you WILL get enrolled into Part A automatically. If not and you...
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