How A+ Can Help Financial Professionals

If you are in the financial services industry, you are undoubtedly working with Baby Boomers who are preparing for retirement.

The U.S. Census Bureau defines the Baby Boomers as those born between January 1st, 1946 and December 31st, 1964.  Since the first baby boomer turned 65 on January 1, 2011 approximately 10,000 people per day are turning 651 and many of them feel totally lost when faced with coordinating Medicare and other healthcare options. Do you feel prepared to provide Medicare advice with the same level of competence and expertise as you do recommending investment strategies?

A+ Longevity will provide expert instruction and assistance to your clients turning 65 and needing to understand their Medicare rights and protections, eligibility, and enrollment, and Medicare defined options for supplementing their benefits.   Lynn Shank is a 19-year veteran of the National Medicare Training Partnership and has provided highly regarded instruction and Continuing Education classes to healthcare professionals on Medicare since 2000.

You have been helping your clients navigate through tough financial times and it makes perfect sense for them to look to you for answers and assistance with Medicare enrollment –  their “official” first step toward becoming a “senior”.   If they are losing their group coverage they need to know they have certain rights and protections under Medicare during that time.  The decisions they make about Medicare are critically important, and the wrong advice can cost your client and limit their access to important healthcare benefits.

You can trust A+ Longevity to provide your clients with sound advice and assistance with their Medicare questions; and see them successfully through the enrollment process.

As a well known and trusted resource in the aging professional community, you can count on A+ Longevity to respect your client relationship and provide recommendations to your client within the scope of the issue for which the referral was made.  See our testimonials from other professionals and clients.

Put our number in your contact list — 512-343-5400.  Next time you have a client ask about their transition into Medicare, a referral to A+ Longevity will make you their hero.