A blog about Medicare. What you and your employees need to know
An Advisor Spotlight:
NV Director of Healthcare
& Retirement Planning
Author: Lora Drummond
Medicare Transition Specialist
This week meet American Retirement Advisors
NV Director of Healthcare & Retirement Planning
Featured on this series episode: Meet a Floridian, from a financial services family business who has been in the industry for over 38 years. Find out why he moved to Las Vegas and how his experience and his mission led him to run our Nevada office.
Marc Frye is joining us via American Retirement Advisors and 123Easy Medicare.
College provided the backdrop for Marc Frye’s interest in photography where he flourished for many years as a commercial photographer. However unexpectedly, as his father’s business in the insurance industry grew, Marc’s interest in the family business grew too. An opportunity to provide more financial guidance to people came with a relocation to Las Vegas and a reunion with college roommate David Schaeffer. Marc agreed with David’s shared vision of helping people uniquely- unbiased. By listening to people’s needs and not limiting them to carrier-branded sales.
Marc now leads the American Retirement Advisors office in Las Vegas and the carrier-agnostic non-bias philosophy of helping people over-65 expanded. Marc’s eye for detail helps thousands of people see all their options when it comes to retirement planning and learning the basics of Medicare planning.
The advisors of 123easyMedicare and American Retirement Advisors are poised to help people over 65, nationwide, navigate retirement to meet each individual’s personal needs.
We think Marc 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.
Ready to get started?
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Other Posts from Medicare@work
What can folks do when they retire and are on Medicare, and then want to go back to work and enroll in their employer’s health benefits.
Choosing a plan based on a TV ad, a neighbor’s experience (good or bad), a postcard mailer, or a family member’s advice is not based on EXPERT advice. Unless, of course, your neighbor is a Certified Medicare Planner®!
When working past age 65 make sure your employer’s health plan is creditable before you defer your Medicare enrollment when first eligible.
COBRA after age 65 presents many unrealized risks when enrolling in Medicare later. Create a Medicare transition plan to avoid these risks.
Certified Medicare Planners® can be advocates for your employees when situations arise with Medicare and Insurance companies.
Medicare offers retirement benefit choices, and Certified Medicare Planners® provide Medicare transition with true fiduciary support.
Can you use drug manufacturer coupons and patient assistance programs when you are on Medicare to reduce your out-of-pocket expenses?
Medicare has many plan options so you are not stuck with the Medicare plan you chose! You should review your plan annually.
When transitioning to Medicare, employees will need a form called an Employment Verification Form from you to help them enroll under a special enrollment period and avoid penalties.
For retiring veterans, combining TRICARE for Life military benefits with Medicare is a coverage and cost win.