Healthcare Planning Report Card

Answer just three questions to get your score!

Begin

1. Imagine a client is turning 65 later this year and comes to you asking for Medicare guidance. What do you do?

A) Refer the client to my local Medicare agent

B) Tell the client to find a local Medicare agent

C) Learn as much as I can about Medicare and try to help the client myself

D) Panic at the fact that this is an area I can’t help the client with

2. Do you incorporate healthcare costs, such as Medicare or ACA premiums, into your clients’ retirement/financial plans?

A) Yes, I use the latest national averages

B) Yes, I input the premium costs that my client tells me

C) Yes, if the client specifically requests that I do and provides me with their costs

3. Imagine your client is retiring at age 60 and needs help identifying their ideal health insurance coverage option to bridge them from retirement age to Medicare eligibility. How confident do you feel in your ability to advise them on options?

A) Very confident

B) Fairly confident

C) Not very confident

D) Not confident at all

If you mostly answered “A” ➡️

If you mostly answered “B” ➡️

If you mostly answered “C” ➡️

If you mostly answered “D” ➡️