Tuesday, October 16, 2018 | 4:00 PM — 5:30 PM EDT
Understanding Medicare Enrollment
Presented by:
Aaron Zolbrod
President, The Health Insurance Store, LLC
Choosing the right Medicare plan goes hand-in-hand with choosing the right investments. There is a conservative option and a more risk, more reward choice older adults can make. Making the wrong choice can have long lasting impacts.
Join expert, Aaron Zolbrod from the Health Insurance Store, as he explains what you and your clients should consider when enrolling in Medicare. Aaron and his team have helped over 10,000 people make more informed Medicare decisions.
Aaron will explain the differences between Advantage and Med Supplement plans (aka "Medigap"), what you should consider if you have a Medigap plan, and how charges for deductibles, co-pays and co-insurance work. Also, what maximum out-of-pocket charges could be. All this and much, much more will be discussed!
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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A reverse mortgage could help your clients nearing retirement to effectively leverage an important, yet often overlooked asset: home equity. By utilizing a reverse mortgage, your clients are able to access income-tax-free† funds that can improve the likelihood that they will meet their long-term goals, ensure that they are prepared for any unforeseen expenses and help provide financial peace of mind.
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Have YOU read the book that EVERY retirement researcher is talking about?
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Dr. Pfau's detailed analysis of reverse mortgages emphasizes:
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Get your free copy of the 2018 Social Security Q&A Guide!
The guide includes all of the 2018 adjustments for calculating benefits, and provides important information regarding changes to Social Security policies in recent years and how these laws will affect strategies used to maximize benefits in retirement.
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Options for Moving in Retirement Using the HECM for Purchase
By: John Salter, Ph.D., CFP®
Principal & Wealth Manager at Evensky & Katz / Foldes Financial
& Associate Professor at Texas Tech University
Many retirees will choose to move from the large home in which they raised their family into something smaller and more manageable to maintain. These retirees will be faced with the financial decision of how to best finance their new home. Traditional financing options exist which include paying cash for the home, or using a traditional mortgage. One newer, and lesser known option, is the Home Equity Conversion Mortgage (HECM) for Purchase, where the HECM reverse mortgage can be used directly for the purchase of a new home.
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