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Medicare changes every year—It’s more complicated than Social Security.

Get the Mastery You Need to Help Clients Manage Their Retirement Health Care Expenses!

Gain a solid, working knowledge of how Medicare expenses fit into your clients’ retirement income planning—a critical, often overlooked factor, filled with potential costly errors. (Yet every client MUST be enrolled in Medicare!)

Yes, I want to add Medicare expertise to the retirement planning services I offer clients and prospects with the client education program Savvy Medicare Planning, for $597.

Your Savvy Medicare Planning program includes:

ANNUAL LICENSE

First Year License:

• Present "Savvy Medicare Planning" to clients and prospects for 12 months. After your first year, renew "Savvy Medicare Planning" license and get our annual program update: new Medicare developments, updated slides for your presentation, and updated client reference materials for your workshops. ($597 value)

CE CREDITS FOR CFP^® PROFESSIONALS

CE Credits:

• Six (6) will be awarded for completion of the Savvy Medicare Planning CE exam. ($60 value)

COMPREHENSIVE GUIDE

The Financial Advisor's Guide to Savvy Medicare Planning:

• Written by Elaine Floyd, this guide walks you through all the major aspects of smart Medicare planning. It equips you with both the technical knowledge and business development insights you'll need to effectively incorporate Medicare planning into your service offering. Each part consists of a one-hour webinar and study guide, plus marketing materials and worksheets. ($199 value)

4 CLIENT PRESENTATIONS

The Savvy Medicare Planning program equips you with the mastery to deliver workshops, seminars or one-on-one presentations about the complexities of retirement health care. The presentations are FINRA-reviewed and come with PowerPoint slides and speaker notes. Here’s an overview of what the presentations cover:

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

• Ideal for workshops, seminars and other public events. It also works for one-on-one sessions with clients and prospects ($299 value).

Managing Health Care Expenses in Retirement for CPAs:

• Edited to engage CPAs, as well as marketing materials and our CE credit guide. Note: If you are presenting “Managing Health Care Expenses in Retirement” to CPAs for CE credit, you must use the CPA-specific presentation in the below zip file, which contains additional discussion questions to satisfy NASBA requirements ($299 value).

30 Minutes on Medicare Basics—What Baby Boomers Need to Know About Medicare:

• Designed for busy people who just want the highlights. This presentation condenses the material in our main Medicare presentation and tells attendees what they need to know…and no more. Key points they'll walk away with: Medicare isn't free; Medicare leaves gaps; if you don't sign up on time you'll pay more; before retiring, it is crucial to estimate what your health care expenses will be in retirement; how to start thinking about long-term care ($299 value).

Transitioning to Medicare—How Health Insurance Works After You Leave Your Job

• This 30-minute client presentation will allow you to give pre-retiree clients and prospects a primer on transitioning to their retirement health care system without going into excessive detail or supplanting the appropriate professionals ($299 value).

CLIENT REFERENCE

The Boomer's Guide to Savvy Medicare Planning (50 copies):

• Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, has worked to develop a client resource on Medicare—one that addresses the basics, but also dives into the more advanced aspects of a complicated topic. It’s The Baby Boomer’s Guide to Medicare: a helpful reference that nails down all the important information in one digestible, four-page resource. You should have received 50 copies with your membership. ($297 value)

MEMBER'S-ONLY WEBSITE

Savvy Medicare Planning website:

• A complete subscriber-only website gives you instant access to all the Savvy Medicare Planning resources including presentation slides, notes, marketing materials and more.

MARKETING MATERIALS (FINRA-reviewed):

Marketing Toolkit:

• PDF templates: brochure, poster, postcards and press release. ($299 value)
  

  Article Reprints

ARTICLE REPRINTS  (FINRA-reviewed):

Article Reprints:

• 18 article reprints about Medicare and retirement health care. These FINRA-reviewed features are ideal for communicating with clients and prospects. Brand these article reprints with your contact information, photo and logo to create a client touch that's both instructive and memorable. ($1,746 value)

NEWSLETTER

Twice-Monthly Newsletter:

• Each issue is packed with information and updates from Elaine Floyd on the latest Medicare news, program updates and answers to difficult questions. Newsletters are also archived on Savvy Medicare Planning website.

SOFTWARE

Special 10% discount on i65 software:

• Eliminate the worry of skyrocketing healthcare expenses during retirement with i65^®. This comprehensive online platform empowers you to effectively plan for your client’s healthcare premiums, out-of-pocket payments, and long-term care costs. Moreover, i65 safeguards your clients from costly and potentially disastrous mistakes when enrolling in—or making decisions about—Medicare.

REFERENCE CARDS

Medicare Quick Reference Card:

• People need concise, objective and easy to understand information about Medicare and its many complexities. Now you can give them just that with the Medicare Quick Reference Guide. This branded 8.5" X 11" reference has plenty of Medicare information. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources with more information.
  

  Flowchart

Medicare Enrollment Planning Flowchart:

• There are a lot of rules to remember about who signs up for Medicare and when. Now you have an easy visual reference to walk clients through the decisions they need to make. This customized 8.5" X 11" reference is an easy to read guide to the Medicare enrollment process. It’s great to give away or sit down and discuss with clients.
  

  Q&A Forum

EXPERT ANSWERS

The Savvy Medicare Planning Question and Answer Forum:

• A large collection of Medicare Q&As. Over 1,500 professional questions and Elaine Floyd’s answers are all there. Read through previous Q&As or enter your own question and start learning.
  

  100 Questions
  Answered

100 Medicare Questions Answered: What Savvy Advisors Need to Know.

•  Every day Elaine Floyd, CFP® spends time researching and answering tricky, perplexing, contradictory, and generally vexing Medicare questions. Now she's gathered some of the most common ones for your reference.

PROGRAM LEADER

Elaine wrote the books (literally) on Social Security and Medicare for professionals. She has been quoted in the Wall Street Journal, The New York Times, U.S. News & World Report, Kiplinger’s Retirement Report, Robert Powell’s Retirement Weekly, and is a popular speaker at FPA, FPA NorCal and the AICPA.

Go Ahead and Sign-Up Now—There's No Risk So Give It a Try

Become a subscriber of Savvy Medicare Planning at the low rate of $597.

Your "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.

To save time, your membership will be renewed at the end of its term at $497 per year (you can cancel at any time).

You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.

Risk-Free GUARANTEE for Savvy Medicare Planning

Make Savvy Medicare Planning a key client-service offering for your pre-retirees and their friends and families. The retirement wave presents a unique and sustained opportunity for you to extend and enhance your reputation on critical health care and retirement issues.

By helping people better understand all their Medicare options, you'll be helping them achieve a small "peace of mind" as they move into and through their retirement years. That's why I urge you to obtain the Savvy Medicare Planning program and make this guarantee:

Learn the program. Present it to your clients and prospects. Use it one-on-one and in group settings—as a client education workshop. Do that for 12 months. If you're not finding that your clients and prospects are extremely grateful to have a competent, confident and knowledgeable professional guide them through the ins and outs of Medicare planning, we'll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you're returning all the materials to Horsesmouth at: Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY 10169. Phone: 212-343-8760, Ext. 1.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)