For your team
Medicare Education for Financial Advisor Teams
Each year, Brian works with financial advisor offices and branch teams to provide Medicare education focused on the issues that most often intersect with retirement and financial planning.
The goal is not to turn advisors into Medicare experts. It is to help them recognize important Medicare moments, understand the planning implications and know when to bring in a trusted specialist.
For your team
Medicare Education for Your Team
Brian provides educational Medicare presentations for financial advisors, CSAs and branch teams covering Medicare timing, employer coverage, HSA issues, IRMAA and other Medicare decisions that frequently arise during retirement planning.
These sessions are educational—not product presentations. Advisors gain a clearer understanding of the Medicare issues their clients are likely to face while also getting to know Brian as a trusted Medicare resource they can confidently call when a client needs help.
The result is a familiar Medicare resource already connected to the advisor relationship when Medicare becomes a client touchpoint.