Webinar  

Medicare Annual Enrollment: What you Need to Know!


On Tuesday, September 24 Kevin Chaikin, Licensed Medicare Insurance Agent at MP Group, and Kevin Peters, CLU®️, Wealth Advisor at XML Financial Group discussed: 

  • The parts of Medicare you should know. 
  • What is the Annual Enrollment Period?
  • Who is eligible? 
  • What can change in your benefits? 
  • Where can you find these changes? 
  • What changes can you make?
  • Changes for 2024 you should know. 

Watch the recording of this comprehensive discussion about the enrollment process to help you choose the best plan for your needs. 

This webinar is for educational and informational purposes only. Content is not intended to be a recommendation, solicitation or endorsement of any company, strategy or service discussed nor should it be perceived as individual advice. MPGroup and XML Financial Group are not affiliated entities in any way. 

Kevin Chaikin

Kevin Chaikin’s journey into the world of Medicare insurance was born from personal experience. Witnessing his own father’s struggles with Medicare, Kevin felt a profound commitment to ease the process for others. His mission is simple yet powerful: to ensure that no one else has to endure the confusion and frustration that he saw his father face. As an authorized agent of MP Group, Kevin offers his expertise as a no-fee resource dedicated to guiding clients through the complexities of Medicare. His services are available year-round, providing assistance with understanding benefits, resolving billing questions, managing changes, and conducting annual reviews. Kevin is also a sought-after speaker, regularly educating financial advisors, accountants, employers, and senior living communities about Medicare. 

Raised in Fairfax County, Virginia, where he still resides with his wife, two sons, daughter, and two dogs, Kevin is deeply rooted in his community and values family above all else. Beyond his professional life, Kevin has a diverse range of interests. He is passionate about business growth, enjoys sports and fitness, and loves traveling, especially to the beach. Music, listening to books and podcasts, and a commitment to self-improvement also play significant roles in his life. Post-pandemic, Kevin has embraced a renewed dedication to seeking new experiences and adventures, believing that good health and time are the keys to happiness.

 

Kevin Peters, CLU®

Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry since 1997. He began working with the founders of XML in 2004. As a wealth advisor, Kevin focuses on assessing the unique situation of each of his clients through focused asset management strategies within the client’s financial plan to achieve their goals through diversity and risk mitigation. To this end, Kevin founded Lifestyle Life Insurance Company, with the goal of offering independent unbiased Insurance Services that are in the best interests of his clients. Lifestyle Life Insurance, unaffiliated with XML Financial Group, offers Life, Disability and Long-Term Care Insurance, as well as Medicare and Health Insurance Planning. Kevin has over 20 years of independent insurance experience.

Kevin graduated from the University of Maryland, and as a 4th generation Washingtonian, he is very active in the community. 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. Additionally, Kevin supports his church and numerous local charities and serves as the President of the Board of Directors for the Kingman Boys and Girls Club. Kevin enjoys skiing, fishing and boating with his wife and two daughters whenever they get a chance.