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Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
By reevaluating supplemental and prescription drug coverages, Medicare enrollees can make up for premium increases.
There are some variables under clients' control that they can use to bring down their total Medicare costs.
Some beneficiaries may receive a letter that says their policy will no longer be offered in 2017.
It's essential to be familiar with the many varieties of Medicare enrollment periods so your clients can make the best choices.
This is the time of year when everyone on Medicare can reevaluate features of their contracts to see if they're getting the best coverage at the best price.
Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.
Whether active duty, retired military or veteran, there are important points of intersection and interaction between Medicare and military health coverages.
Does Medicare cover long-term care? Is it as good as employer group insurance? Here are the answers to the top questions from advisers and clients.
There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts (IRAs)
- Independent Broker Dealers