A blog about Medicare. What you and your employees need to know
An Advisor Spotlight:
Meet Certified Medicare Planner®
Author: Lora Drummond
Medicare Transition Specialist
This week meet The Medicare Architects Certified Medicare Planner® and
123Easy Medicare Speaker
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.
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When it comes to Medicare, you can avoid the comedy sketch of confusion by having a trusted team of Medicare transition experts to help guide your employees to a homerun with accurate answers in having both Medicare and group insurance.
Emma was lucky her employer partnered with Medicare experts to guide her so she could make confident decisions about when to enroll.
Surprise remote employees with dedicated Medicare transition support so they don’t have to navigate Medicare transition on their own.
When your employees have a preparation plan for transitioning to Medicare, the journey is more palatable and employees feel more confident.
Do you need to buy travel insurance when you have a Medicare plan and want to travel in the US and overseas?
Medicare options are as varied as the choices in a box of chocolates! How will your decision impact your spouse’s coverage?
With experts and Medicare guidance ingredients, your employees can make a successful and stress-free transition to Medicare.