Health and Medicare Plan Resources for Financial Advisors

Having an Expert in Your Corner: Why it Matters

As a financial advisor, your clients rely on you to provide them with comprehensive financial guidance, including on planning for major cost items like Health insurance and Medicare. However, the world of Health and Medicare insurance can be complex, and it can be challenging to keep up with the latest changes and regulations. That's why having a health and Medicare insurance expert like Eversurance to refer your clients to can be a game-changer. Eversurance’s guidance with a licensed agent is free to both you and your client. 

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A Comprehensive Guide to Early Retirement Health Care Options

Entering retirement before the age of 65 should be an exciting transition for your client. Although this transition can be exciting, leaving a job that provides health insurance benefits can be stressful. On one hand, you're free to enjoy retirement without the constraints of work. On the other hand, you now need to find health insurance to bridge the gap until you're eligible for Medicare at age 65.  More than ⅔ of Americans polled in a recent survey stated they were terrified their healthcare costs would skyrocket in retirement. As a financial advisor, you can help your clients understand their options for health insurance before the age of 65. 

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Identifying Healthcare Planning Needs

As a financial advisor, you may have clients who are small business owners, self-employed, nearing retirement age or who have already retired. These clients may be in need of Health  or Medicare insurance guidance. Making uninformed healthcare decisions can be costly, and helping your clients get the expert guidance they need can help secure their financial futures.

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