A blog about Medicare. What you and your employees need to know
An Advisor Spotlight:
Meet Wonderfully Multifaceted Sr. Advisor
Author: Lora Drummond
Medicare Transition Specialist
This week meet American Retirement Advisors Senior Advisor, 123Easy Medicare Speaker
Featured on this series episode: Sharon and Sushi! (Try saying that three times fast!) –or -No really! You “sushi” us when you turn 65!
Sharon Groves is joining us via American Retirement Advisors and 123Easy Medicare. Sharon has been helping retiring individuals with understanding and guiding Medicare decisions for nearly a decade. After attending a 123Easy Medicare workshop as a benefits professional to help friends and family with Medicare, she was hooked on finding out how she could help more people! Sharon has now become rather well-known in the Phoenix-area as a Medicare 123Easy workshop presenter after mentoring under CEO David Schaeffer and becoming a Certified Medicare Planner®. She listens to clients’ needs and provides calming solutions to Medicare inquiries and a welcome relief to people confused with Medicare.
Sharon is also a regular contributor to our monthly newsletter (which is now available to enjoy in multi-media formats print, video, and audio) with helpful articles on health. She has an especially soft-spoken and patient personality working with individuals who want to understand Medicare and navigate confident decisions. You will be surprised by her diverse business background and many interests and hobbies outside of her office meetings with Medicare eligibles.
From her past work interfacing with the Pentagon to riding motorcycles – We think Sharon 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.
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Other Posts from Medicare@work
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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.