We are excited to have HTA's President and NAIFA-PA Secretary,
Medicare Basics Agent Training, (1) PA Insurance CE
Designed for Advisors who have clients that are *Nearing age 65 * Nearing Retirement * Working Past age 65
Learn How to Get and Stay Medicare Insurance Ready
Join us for a live interactive power point presentation & get your questions answered.
What is involved in going from your Group Health Policy to Medicare and a Supplement
· Helpful details on your timeline as to when to contact Medicare
· When to enroll or defer your Medicare Part B if you are not retiring at age 65
· Getting your Medicare cards in the mail
· Ways to contact social security
· Requirements and costs for Medicare Part A and B
· Enrollment eligibility periods
o Scenario 1: Retiring and coming off group insurance at age 65
o Scenario 2: Already retired and on individual health insurance
o Scenario 3: Not retiring at 65 and group health plan is with a large (over 20) employer
o Scenario 4: Not retiring at 65 and group health plan is with a small (under 20) employer
· Medicare Supplements vs Other Alternatives
· Shopping Rx on Medicare.gov
Guidance regarding your clients’ personal situation and much more…
Bring your questions… this is a great opportunity to gather helpful information.
This is an educational presentation for NAIFA-PA members—no cost to attendees
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