Medicare Gurus
248.871.7756
Medicare Gurus
248.871.7756

Advisor Chat

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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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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