For most people, Social Security and Medicare are critical parts to a retirement plan. What many people don't realize, however, is that there are many options and important decisions to be made about these benefits that will affect their retirement income. By attending this webinar, you'll be able to help guide your clients to the right decision for them. |
In this webinar we will cover: |
• |
How the different Medicare plans differ and their coverage |
• |
The role of Medigap in a health care retirement plan |
• |
The essentials of Social Security analysis such as "file and suspend" and delayed retirement |
• |
Building an effective and powerful presentation |
• |
Backing up your recommendation with education
|
Richard H. Cline, J.D., is the Senior Tax Editor for the Professional Publishing Division at The National Underwriter Company. He is responsible for both the print and online versions of Tax Facts, as well as developing new tax products for National Underwriter's customers. Rick has over 25 years of tax editing and publishing experience.
|
Ron Smith, is the Vice President of Product Design at Advisys. He is responsible for delivering a consistently high quality customer experience with Advisys' products and services. Recognized by the industry as an expert in financial planning systems, Ron served 20 years as Vice President of Product Management for Financial Profiles before joining Advisys.
|
Register Now – Click Here
|
You Ask. NUAnswers. |
NUAnswers is the one-stop, online resource that provides everything you need to explain even the most difficult financial planning concepts to your clients in a clear, easily understood format.
By combining the expert-authored tax and retirement information from National Underwriter's industry-leading publications with the highly effective client presentations from Advisys, NUAnswers powers your retirement planning presentations with confidence and accuracy.
You have nothing to lose; the webinar is free.
|