Medicare Resources
One-Pagers and Brochures
A one-page explainer of what the Income Related Monthly Adjusted Amount (IRMAA) is, complete with a handy chart for you to keep nearby to see where your clients fall.
Frequently asked questions about the rules and regulations of Medicare and Health Savings Accounts (HSAs.)
Guides and Case Studies
Medicare Eligible & Continuing To Work
Move Health Case Study
To many, retirement and Medicare enrollment are synonymous. But just because many people stop working at 65 doesn’t mean everyone stops working at this age. This was the case with William, a 68-year-old working past 65 who’d opted to delay Medicare. As William discussed his upcoming retirement plans with his now-advisor in their initial prospecting meeting, the advisor saw a perfect opportunity to demonstrate value via healthcare planning before finalizing the relationship.
The Financial Advisor’s Guide to Open Enrollment
This guide will show financial advisors why it's important to review clients' healthcare coverage each year during Open Enrollment, and you'll receive actionable tips and strategies to implement healthcare planning into your conversations with clients during Open Enrollment.
Healthcare Planning for Life on the Road: An RV Couple’s Retirement Journey
A SCOAPE Financial Group & Move Health Case Study
An advisor knew how important travel was to his 64-year-old and 60-year-old clients. The couple wanted to travel even more now that they were retired, but were worried about healthcare costs and coverage. With this in mind, the advisor connected his nomadic clients with Move Health to ensure they understood their healthcare coverage options and timelines, and that they receive optimized coverage to avoid derailing their retirement lifestyle.
A short guide on the basics of Medicare, including the various part of Medicare, how to choose between Medigap and Medicare Advantage, and more.