If you are new to Medicare, the initial enrollment process can be daunting. And if you are already enrolled in Medicare, the upcoming open enrollment period offers a great opportunity to adjust your coverage and ensure you are getting the most out of your healthcare.
XML Financial Group recently hosted a webinar with Jordan VanOort, CFA®, CFP®, CPWA®, Senior Wealth Advisor at Collins Investment Group, and Kevin Patrick Peters, CLU®, Founder of Lifestyle Life Insurance, to discuss to discuss everything you need to know to make the Medicare enrollment process as seamless as possible. Specifically, they discussed:
- Open enrollment and initial enrollment periods and what they mean
- How to make changes in your Medicare coverage
- The difference between Medicare Advantage and Medicare Supplement plans
- How your income can affect Medicare premiums
Kevin Patrick Peters, CLU® founded Lifestyle Life Insurance with the goal of offering independent unbiased Insurance Services that are in the best interests of his clients. Lifestyle Life Insurance offers Life, Disability and Long-Term Care Insurance, as well as Medicare and Health Insurance Planning. Kevin is one of the founding members of the Washington, DC metropolitan chapter of the National Aging in Place Council (NAIPC), which assists in providing education and resources to the local aging population. Kevin has over 20 years of independent insurance experience.
Jordan VanOort, CFA®, CFP®, CPWA® is a Senior Wealth Advisor with Collins Investment Group. Since joining Collins Investment Group, Jordan has been recognized as a CERTIFIED FINANCIAL PLANNER™ professional and has also earned the Chartered Financial Analyst™ designation. With more than a decade of experience in financial service, Jordan also holds the Series 7 and Series 66 qualifications.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.
