Clarifying Medicare Options
Health care touches everyone’s financial life, but it becomes particularly important as we age because costs can increase considerably. For most seniors, the federal health insurance program Medicare is the primary source for health care coverage. Unfortunately, enrolling in Medicare can be complicated because it must be completed during specific time frames for multiple sections. Failing to enroll in all Medicare sections at the correct time can cause unnecessary out-of-pocket expenses.
What You May Be Thinking
- When should I enroll?
- What happens if I fail to enroll during the specified enrollment time periods?
- In which plan or plans do I need to enroll?
- What’s the process for enrollment?
- How much will Medicare cost?
Clarifying Medicare Options is related to these other areas of planning used by Copper Leaf:
How Your Team Helps
Your advisory team can help address your needs by providing guidance on Medicare, so you don’t have to try to navigate the enrollment process on your own. we help by:
- Protecting your retirement savings by avoiding lifetime premium penalties.
- Educating you on the different parts of Medicare and explaining the purpose of each – be it insurance for hospital stays, doctors’ services or prescription drug coverage.
- Reducing your anxiety by simplifying what can be a complex enrollment process.
- Planning your enrollment in the appropriate types of plans and in a timely fashion.
- Serving as a strategic resource to guide you through the enrollment process.
Please note that the information presented in this material is for general purposes only and should not be acted upon without first seeking professional advice. This material has been authorized by Focus Partners Advisor Solutions (FPAS), and CLF makes no representation or warranty regarding the accuracy of the information provided. It is being used with permission and was originally published by FPAS.
Copper Leaf Financial has established key strategic partnerships with elite financial industry leaders including FPAS. These alliances put us in the optimum position to help clients reach their personal and financial goals while retaining our independence. We are truly independent fiduciaries offering high-level services without being accountable to a large parent corporation unlike many of our competitors who attempt to pick stocks and outsmart the market. As a member of FPAS network of more than 140 independent wealth management firms we have strengthened our ability to help clients make the best decisions by providing them with ideas, insights, and intelligence from industry thought leaders. Through our strategic partnerships we are in a unique position to deliver comprehensive solutions to our clients. This is true wealth management.
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