A blog about Medicare. What you and your employees need to know
An Advisor Spotlight:
Meet World-Traveler and
Warmly Engaging Sr. Advisor
Author: Lora Drummond
Medicare Transition Specialist
This week meet American Retirement Advisors Senior Advisor and 123Easy Medicare Speaker,
Featured on this series episode: Medicare has more options than your dad has ties in his closet- Meet and advisor who is an expert at sorting out the options for you!
David Edge is joining us via American Retirement Advisors and 123Easy Medicare.
When you first meet David you will immediately be swept up by his positivity, welcoming humor, and engaging smile. All evident of how much he loves what he does and the people he gets to meet and help every day.
David’s early years are uniquely seasoned with local theater involvement, and tv and radio commerical work. David’s business career is strong in financial operations and training. All along he had a business desire to connect directly with clients and make a difference helping them. 10 years ago a chance invite to attend a workshop with a friend led him to experience a 123 Easy Medicare workshop. Together David Edge and David Schaeffer have united their talents to create an engaging way to teach and share Medicare, fondly referred to as “The David and David Show”.
David is also a lively print media contributor and feature content editor with 4 reoccuring columns in our monthly newsletter. He recently started to narrate each newsletter for our talk show “65 and Counting!”
Who would have thought that a 123Easy Medicare workshop would have wonderfully directed his destiny so he could excel in combining his stage talent and training skills, warm interpersonal skills, an innate financial background to make Medicare and retirement planning with clients easy and enjoyable! Clear destiny?! It truly was!
David says the most rewarding thing about his job is “Happy clients”.
We think David 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
Subscribe to Medicare@work
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.