Medicare@work

A blog about Medicare. What you and your employees need to know

An Advisor Spotlight:

Meet Certified Medicare Planner®  

Kyle Jacobs

Author: Lora Drummond

Medicare Transition Specialist

Posted: 12/07/2020

American Retirement Advisors and The Medicare Architects Spotlight Series continues with another Advisor introduction.

This week meet The Medicare Architects Certified Medicare Planner® and

123Easy Medicare Speaker

Kyle Jacobs

Featured on this series episode:  Meet a dedicated husband who has made a career out of helping people and a caring Advisor who wears his heart on his sleeve.

 

Kyle Jacobs is joining us via American Retirement Advisors, The Medicare Architects, and 123Easy Medicare. You might have noticed from prior spotlights that our firm is very family-oriented, and Kyle is no exception in how he joined our group of Advisors. Kyle has been learning and following our process supporting Medicare decisions from his father-in-law, David Edge, for years.  Good influences surround him and, he shares the same warm heart and caring nature everyone enjoys in David. Before transitioning his career to guiding folks about Medicare, Kyle ran the North Scottsdale Chamber of Commerce and had a successful career in real estate, which he still dips his toe in during his spare time. Kyle is not short on a desire to help people; however, he can. Oh, and when you meet with him, be sure to ask him about his wedding in Disneyland!

You can find Kyle available for virtual meetings currently, but you will find him mostly in the Scottsdale office when live meetings resume. And it shouldn’t be a surprise he follows in David Edge’s workshop footsteps also. Kyle is a frequent presenter in some of the live local Medicare workshops.

A dedication to helping people and making a difference in how Medicare clients are supported is why we think Kyle is someone you should get to know!

American Retirement Advisors specializes in comprehensive retirement planning, featuring client-focused services. They concentrate on four major cornerstones of retirement which include:

  • healthcare planning,
  • long-term care planning,
  • legacy and life planning,
  • and retirement income planning.

The team uses a holistic fiduciary approach to build a retirement plan around your life’s journey. They utilize every available financial vehicle to optimize a plan’s potential. Liquidity, certainty guarantees, tactical management, and systematic reviews adjust and safeguard a plan from life’s unexpected challenges.

The team expanded with offering educational opportunities by creating a family of 123 Easy Workshop websites. Each educational product carries the goal of sharing the American American Retirement Advisors’ holistic approach and research process for everyone to learn.  

 

 

By adding Medicare education to your benefits package you are adding unrealized total rewards and providing more choices for your employees. Having a Medicare transition team creates confidence in your ability to compliantly educate and transition eligible employees to Medicare while reducing costs for your employees and boosting your bottom line.

Ready to get started?
Check out our blog weekly for new resources, and helpful tips and tricks to build your Medicare transition strategy.

Your Medicare Transition Partner
– Lora

Helpful Links

Get the latest reason you need a Medicare transition team right in your inbox!


2021 TMA Medicare Guide image
65 and Counting  Talk Show

Subscribe to Medicare@work

Get the latest reason you need a Medicare transition team right in your inbox!


Other Posts from Medicare@work

Getting Medicare Ducks in a Row

Getting Medicare Ducks in a Row

We continue to stress why adding Medicare planning to any exit planning package is so essential. Here is another example of why partnering with experts leads to smoother transitions.

Contact Us

(800) 568-1095

Brought to you from Scottsdale, AZ

Monday-Friday: 9am – 5pm

Get Started

Meet your dedicated Medicare Transition team today!
Share This