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!
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