March 27, 2024 @ 12:00 pm – 1:00 pm


Your clients are diligently saving for retirement. Are they prepared from a post-retirement income and healthcare needs perspective? How will they know whether they are prepared? This course will help you to help your clients understand the following: how early retirees can build a healthcare bridge prior to becoming Medicare-eligible (age 65), what Medicare options are available, how to address the risk of a long-term care event during retirement, when is the ideal time to claim Social Security benefits, and how retirees can address income needs prior to or in addition to claiming Social Security benefits. Additionally, the course will discuss how life insurance and/or annuities may work in conjunction with various retirement and health-care strategies.