Medicare@work

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

An Advisor Spotlight:

Meet World-Traveler and

Warmly Engaging Sr. Advisor

 

David Edge

Author: Lora Drummond

Medicare Transition Specialist

Posted: 06/22/2020

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, 

David Edge

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.  

 

 

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

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