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
A short guide on the basics of Medicare, including the various part of Medicare, how to choose between Medigap and Medicare Advantage, and more.
Healthcare Planning for Life on the Road: An RV Couple’s Retirement Journey
A SCOAPE Financial Group & Move Health Case Study
A SCOAPE Financial Group advisor knew how important travel was to his 64-year-old and 60-year-old clients who had recently retired. 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. Read the full case study for a real-life example of how valuable healthcare planning is for financial advisors and clients!