How Financial Advisers Can Help Clients With Medicare

How Financial Advisers Can Help Their Clients With Medicare

 

Financial advisers share their strategies for how firms can best serve their clients with Medicare and those who will soon be turning 65.

Every year — from Oct. 15 to Dec. 7 — Medicare beneficiaries get the chance to review their plans and make changes to those plans if they so desire.

What, if anything, do financial advisers do to help their clients who are Medicare beneficiaries figure out which plan might be right for them? Do they have the expertise in-house, or do they outsource this service? Or do they not offer services related to Medicare?

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