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’s Jason Klopman recently hosted a webinar with Blayney Del Priore and Kevin Patrick Peters from Lifestyle Life Insurance to discuss everything you need to know to make the Medicare enrollment process as seamless as possible. Specifically, the key topics that were covered included:
Blayney Del Priore is the benefits consultant for Lifestyle Life insurance and a Medicare advisor with Medicare Portal. A fully licensed and certified insurance agent in Maryland and Virginia for Life, Health, and Medicare Insurance and with years of experience, Blayney specializes in Medicare, Medicare Supplement Plans, and Medicare Part D Plans in our area. Blayney takes pride in making a complex topic easier to understand and less stressful for his clients, and looks to continuing to build his book of business in helping seniors in our community.
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.
Jason Klopman, CFP® is a Senior Wealth Advisor and Partner at XML Financial Group. Jason is a 14- year veteran at XML Financial Group and a member of both the Leadership and Investment Committees. Jason is a Certified Financial Planner™ and his specialty revolves around the financial planning process and asset allocation strategies. Through his training with one of Wall Street’s largest financial institutions and then XML Financial Group, Jason acquired the necessary skills to help build the practice. He is a key component of the analysis, preparation and implementation elements of the financial planning process and is dedicated to helping his clients establish and achieve their financial goals, needs and priorities.
*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.