Help your boomer clients navigate the complicated world of retirement health costs...
Don’t let your pre-retiree clients leave the office without a complimentary copy from you.
Yes, please send me the 2026 client-handout reference pack (50) of The Baby Boomer’s Guide to Medicare for only $217 (save $112), so I have copies on hand in the office to share with pre-retirees all year.
Dear Advisor,
The Reference Guide
With healthcare reform a hot topic in the media, clients are going to come to you with burning questions about planning for healthcare in retirement.
As their guide through this complex, high-stakes topic, you’ll need to be authoritative, prepared, and well-versed in the issue of estimating healthcare costs in retirement.
After you’ve offered your own insight into the issues, providing an up-to-date reference for clients to take with them is a value-added service that showcases your preparedness and service as a financial advisor.
It shows that there’s a steady, confident hand on the rudder—and in a time of uncertainty, that can be more reassuring than anything else.
Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, has developed a client resource on Medicare—one that addresses the basics but also dives into the more advanced aspects of a complicated topic.
The Baby Boomer’s Guide to Savvy Medicare Planning pulls all the important information into one digestible, four-page resource.
After you’ve taken clients through the basics of post-retirement healthcare planning, they can leave your office with peace of mind knowing that you’re looking at the big picture for them.
And with this reference at hand, clients can confidently review those details with friends, family, and colleagues.
The Ultimate Takeaway for the Boomer Client
Medicare is a mandatory healthcare program for new retirees—a surprising number of whom are so used to their employer coverage that they don’t realize the program is not automatic. You have to sign up within a specified time period or face penalties and other headaches.
Medicare isn’t free, either. There are deductibles, copayments, and monthly premiums to consider. It also doesn’t offer universal coverage. Your clients will need to evaluate supplemental insurance, choose a policy, and then—with your help—plan how to pay for it.
Even after all of this, long-term care remains an outstanding issue.
Needless to say, the entire topic is difficult to navigate, and expert advice is needed.
It makes sense to start with Medicare. Work out the kinks, start making decisions, and the rest will slowly come into focus. Your initial meeting on the topic should end with The Baby Boomer’s Guide to Savvy Medicare Planning in your clients’ hands.
As long as your marketing plan includes prospects headed toward retirement planning—which includes just about everyone—you’ll need to be able to speak authoritatively about Medicare’s limitations and how clients can plan for retirement healthcare costs.
This conversation is your opportunity to display your value and firm grasp of retirement issues.
Offer clients a solid foundation of information, field their questions, and leave them with a takeaway that helps soothe anxieties and reinforces your professional leadership.
With a copy of The Baby Boomer’s Guide to Savvy Medicare Planning at hand, they’ll be able to confidently review their plan and the relevant information with family, friends, and colleagues. And that reflects well on you, their advisor.
This four-page handout addresses:
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Basics on healthcare coverage after age 65
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How to evaluate coverage based on a current plan
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A primer on the separate parts of Medicare and what they cover
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Information for claimants already on Medicare and how to optimize coverage
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Long-term care and how to integrate it into overall retirement planning
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Additional costs
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How to enroll—initial enrollment period, special enrollment, and special enrollment contingencies
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How to get supplemental insurance
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Medicare Advantage plans
The Baby Boomer’s Guide to Savvy Medicare Planning includes detailed information on all the tricky ins and outs of Medicare, supplemental coverage, long-term care, and much more.
The Baby Boomer’s Guide to Savvy Medicare Planning is exactly the kind of resource that gets passed around among friends and colleagues, too.
This is the perfect time to make sure you and your clients are prepared for the complicated issues surrounding Medicare. Go out of your way to keep them feeling secure by displaying your own mastery of the issues—and then reinforce that confidence by handing them this comprehensive, easy-to-follow reference guide.
As an education and marketing tool, it’s a perfect client touch.
Order Your 50-Pack Today
The Baby Boomer’s Guide to Savvy Medicare Planning is a durable, 8.5" x 11", 4-page resource.
Put a copy of The Baby Boomer’s Guide to Savvy Medicare Planning in your clients’ hands as soon as next month by ordering fifty copies this week.
It’s a simple, powerful gesture that shows your commitment to them. Plus, promoting financial education outside of meetings is advantageous for both you and your clients.
Order your client reference handout pack today—that’s 50 copies of The Baby Boomer’s Guide to Savvy Medicare Planning for just $217.
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Printed Hard Copies
Quantities and Discounts
|
|
Qty. |
Price |
Price per unit |
% of Savings |
|
50 |
$217 |
4.34 |
34% |
|
100 |
$388 |
3.88 |
41% |
|
150 |
$532 |
3.55 |
46% |
|
200 |
$684 |
3.42 |
48% |
|
300 |
$968 |
3.23 |
51% |
|
400 |
$1,262 |
3.16 |
52% |
|
500 |
$1,512 |
3.02 |
54% |
The Baby Boomer’s Guide to Savvy Medicare Planning fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning, and investment strategies.
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