Sep 26 2024 27 mins
Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they unravel the intricacies of Medicare supplement plans. Learn how to differentiate between Medicare parts and plans, debunk common misconceptions, and understand the crucial differences between Medicare Advantage and Supplement options. Whether you're new to Medicare planning or looking to enhance your expertise, tune in to learn how to use these conversations and strategies to generate new leads and better serve your existing clients.
Resources:
- Training Referenced: The Bucket Plan® 1.0
- Medicare workshops mentioned: American Financial Education Alliance (AFEA)
C2P Advisors Only
- Mentor Call portal referenced: MentorConnect
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