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
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!
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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.