Healthcare typically is the biggest expense facing retirees. However, can you help your clients navigate the complexities of Medicare, Medicare Advantage and Medicare Supplement plans? I’m sure we will all get a lot of questions from clients as open enrollment begins in a few short weeks. To get a little smarter on the topic, we invited an expert on the industry to our show. Terence Martin, Head of Life, Annuities, and Healthcare Research at Conning joins us today to talk about consumer choices and macro industry trends in the senior healthcare market.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.