Medicare@work
A blog about Medicare. What you and your employees need to know
An Advisor Spotlight:
Meet a Sr. Advisor Dedicated to Providing Solutions and Building Warm Relationships
Tammy Semler
Author: Lora Drummond
Medicare Transition Specialist
Posted: 09/07/2020
American Retirement Advisors and The Medicare Architects Spotlight Series continues with another Advisor introduction.
This week meet American Retirement Advisors Senior Advisor and
123Easy Medicare Speaker
Tammy Semler
Featured on this series episode: A family-oriented midwesterner whose passion for finding solutions creates confident and long-lasting relationships with her clients.
Tammy Semler is joining us via American Retirement Advisors and 123Easy Medicare. After years of long hours in a successful retail management career for various big-box stores, Tammy decided to shift gears to balance work and family. She was recruited into the insurance industry where she quickly thrived helping people. Years later, when she joined American Retirement Advisors and became a Certified Medicare Planner®, she found great reward in expanding her focus toward helping to simplify Medicare for clients. Tammy has become rather well-known in the Phoenix-area as a Medicare 123Easy workshop presenter after mentoring under CEO David Schaeffer.
When it becomes safe to resume live meetings, Tammy will return to splitting her time between our Mesa and Scottsdale offices meeting clients’ needs. Tammy’s influence in helping people impacted her son Brady who is also a part of the team. In fact, you may have spoken to him when calling or enjoyed some of his fun and corny jokes when he greeted you in the Scottsdale office.
A dedication to making Medicare easy and creating confident relationships is why we think Tammy 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?
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
Subscribe to Medicare@work
Other Posts from Medicare@work
Different – You Don’t Have to Match Your Spouse
You don’t need to match your spouse’s plan when picking a Medicare plan. You can pick a plan based on your specific needs.
Personal- They Don’t Know You!
Medicare Annual Election Period is near; Medicare advertising is increasing. Consult experts so the changes you make are appropriate for YOU- not based on when advertising says you need.
Questions – Where Did My Doctor Go?
Medicare changes every year. Doctors can leave networks. Avoid surprises with a complementary review of your Medicare during AEP. Enjoy this success story where we solved a client’s dilemma when he lost his doctor without warning.
Preventive – A Gift From Medicare Part B
When you enroll in Medicare Part B, you get a Welcome to Medicare wellness gift to use during the first year of membership!!
Steps – The Dance of Medicare
When learning something new, it’s best to take things in steps. With Medicare it’s best to start with basic education as the first step.
Opportunity – Don’t Miss Out (AEP)
Medicare’s AEP provides an essential opportunity for folks to find out if the plans they are on are still appropriate for their needs – or they can change their plans.
Cool -Wanna Be the Cool Kid?
Many of our clients will ask, “Which is more popular? A Medicare Advantage plan or Original Medicare with a Medicare Supplement and a drug plan?” The answer should be based on each individual’s needs, not what’s popular.
Priceless- Support From Soup to Nuts!
When Medicare information comes from a trusted HR resource, like a CMP, partnership leads to employee confidence.
Disconnect – Medicare Scammers
Employees enrolled in Medicare or anyone you know enrolled in Medicare need to be cautious in responding to any solicitations they receive.
Recycle – Medicare and Unretiring
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.
Recent Comments