Medicare@work

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

An Advisor Spotlight:

Meet Best-Selling Medicare Author-

David P. Schaeffer

Author: Lora Drummond

Medicare Transition Specialist

Posted: 06/01/2020

American Retirement Advisors and The Medicare Architects will be introducing you to some of our Senior Advisors and Certified Medicare Planners® during the next few weeks of June in a limited vlog series.

The video below is an interview introduction to American Retirement Advisors founding President and CEO,

David P. Schaeffer

David has been pivotal in helping thousands of retiring individuals with understanding and guiding Medicare decisions for more than two decades.  David is also a well-known and best selling author on the subject of Medicare. His book Medicare Made 123 Easy is now in its 9th year of publication and can be purchased from sellers like Amazon to Walmart! It is a highly utilized educational guide both for insurance professionals, Human Resource professionals, and especially individuals who want to understand Medicare and navigate confident decisions about transitioning to Medicare.

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.  

David is also proud to have participated in the launch of The Medicare Architects,  a company created to meet the needs of facilitating company-level Medicare transitions for employees and retires. The Medicare Architects is under the leadership of his son Ian Schaeffer, founder and CEO, while David holds the Chief Architect distinction under this second Medicare venture. This company works to make Medicare at Work 123easy!

 

 

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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