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 we see “phew – someone I can ask”.
Cameron was off in another financial firm’s office spending some time with their clients…. so in one day we cumulatively unturned:
- The worst Part D situation you can be in. Person takes one Tier 1 generic medication and gets it at no charge at a local pharmacy. However, an agent recommened the most expensive drug plan in our state – $102.60 per month (the “cadillac”);
- A fellow who is 66 and on Parts A an B of Medicare. That’s it. Nothing else. He said he’d like to travel and be protected? Heck, he’s not even protected in his home from the 20% that Medicare won’t cover. And has no drug plan;
- Four people overpaying by large amounts for Plan F contracts;
- A turning 65 year old that is confused and hounded by agents daily. He’s succumbed to answering his phone in Spanish (love that!);
- A wealthy couple enrolled into an Advantage Plan and they have no idea why and are surprised to learn how it works;
- A gentleman stunned by the costs of Medicare’s Part B (high income earner).
Seems there’s a lot of educating to do, right? Well, I’m flying to FL this afternoon to film some educational clips for a financial TV show and further our Medicare message. Yell if you or your clients need help! (clients can go to the schedule a consult button – no charge consults – it’s worth their time)