Grow Your Business Through the Medicare Conversation; Use Medicare to Start More Difficult Conversations : i65

Grow Your Business Through the Medicare Conversation; Use Medicare to Start More Difficult Conversations Print

Created by: Melinda Caughill

Modified on: Wed, 2 Oct, 2019 at 8:37 AM

Medicare is one of the few retirement-related conversations that is LITERALLY on the calendar. As soon as people are about to turn 65, they must deal with Medicare.

This means you can use the Medicare conversation to address other important topics that your clients often do not want to talk about. We call these the "La-La-La, I'm not listening" topics. They can include long term care planning, estate planning, healthcare directives, planning for diminishing capacity, retirement income planning, Social Security timing, and more.

To help you use Medicare as a conversation starter for other topics, we've put together a guide.

Locate the "Guide: "Conversation Guide for Financial Advisors" in your i65 Resource library.

Melinda is the author of this solution article.

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Grow Your Business Through the Medicare Conversation; Use Medicare to Start More Difficult Conversations Print

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