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Medicare Gurus
248.871.7756
Medicare Gurus
248.871.7756

Advisor Chat

HSA’s & Medicare

And we got sooooo close to a day without a scarimonial!   Until I hosted a community ed class last night. A gentleman is working, he’s over age 66 now, fully funding his HSA and did all the right things! As in did NOT take Medicare Part A at age 65.  I asked how he knew...
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Good Stories!

Since we don’t want to keep harping on horror stories…. Gywnn and I attended an advisor appreciation dinner last week.  80 people or so in attendance.  It was year two attending the event so the clients had some familiarity (with me at least). We hear and discover this piece over and over:  People just want...
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Clients love it, FAs look good….

It’s easy for me to go around and blab to advisors about how much your client’s appreciate some guidance with the Medicare process and decision.  But, when the FAs experience it first hand, it’s that much more fun for us. We had an “office day” this week for a firm.  4 appointments were set up...
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All In A Day!

We were fortunate to pop into a financial firm’s client appreciation event – wow, what an event!  Over 350 people in attendance.  I would guess about 60% of them to be Medicare eligible. After the sessions, Gwynn and I were approached with a number of questions, concerns and more about Medicare. It’s the usual reaction...
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Successful Advisor says….

I just spoke with a “mature”, extremely successful financial advisor that I know.  We are evaluating he and his wife’s Medicare plans that they have been on for years. We pointed out a few concerns with his current plans, suggested an option. His comment “It is my opinion that everyone needs to see you”. Well,...
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Retiree plans…. if you use an “exchange”….. Beware.

So, I happen to really, really dislike “the exchanges” out there that are used by companies to provide Medicare assistance/sales for their retirees. I just had another call with a UPS retiree that is able to get a stipend annually but is also directed to “the exchange” to talk about Medicare options.  She knew heading...
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Non-stalking Medicare gurus…..

Gwynn made a local house call yesterday (we generally do not go to homes….).  The woman was local, lost her husband a few years ago, really needed some help.  So, Medicare-Helper-Gwynn to the rescue.  Later day, Gwynn was telling me “we counted how many mailers had come in her mailbox about Medicare – all looking...
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Dumb advice…. Or just lack of advice?

We spend a lot of time trying to drill into people’s brains that you are only “eligible” for Medicare at age 65, not that you have to enroll it, not that you should enroll into it, nor not that you SHOULDN’T enroll into it…..   What should you do when you are faced with enrolling or...
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$381…..

We had a call in yesterday and the gentleman is paying $381.00 per month for his Plan F with a big, brand name, national carrier.  I won’t mention names but with this particular carrier, we tend to see this fairly often. He’s only 72 years old.  When we pull up our rater, enter a 72...
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