Dear Horace Mann Advisor,
We are pleased to introduce you to the next of twelve Retirement Conference On-Demand for Horace Mann webinars on “Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings”.
It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare. However, they might perceive Medicare to be a world of unspoken rules and fear making the wrong decision.
There are strategies you can help your clients use both before starting Medicare and while enrolling in Medicare to ensure they are correctly navigating Medicare rules and options to protect their healthcare rights and savings.
PLEASE NOTE: This video is 61 minutes, so please allow enough time to watch it from start to finish. The system allows fast forwarding, rewinding, pausing, and stopping. You may watch it as often as you like!
To access this webinar:
1. Log in to your membership portal:
https://retirement-resource-center.net/login/
Username: your email address or user name you entered when registering
Password: your password you entered when registering
Your Next Monthly Webinar
Look for a reminder email on the next webinar in the Retirement Conference On-Demand for Horace Mann Series on “Through the Looking Glass: Three Popular Retirement Income Philosophies”.
Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely.
The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals.
It is important to understand how to execute each strategy and how each income strategy can be better suited for a different client under a goal-based philosophy. It is also important to understand the role of home equity in income strategies, the “4% safe withdrawal rate,” and why it might not be so safe anymore.
Questions? Please email us at customerservice@retirement-resource-center.com or call Kathy Snell at 586.677.7900, between 9 am – 3 pm ET. We are happy to help you increase the retirement security of your clients!
Best regards,
Betty Meredith, CFA, CFP®, CRC®
and the Retirement Resource Center Team