Become known as a local resource on Medicare planning. Educate clients and prospects using our three FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Medicare Planning for Boomers.
Additionally, you will have the materials to present to CPAs and offer them one hour of CPE credit.
Not a Member? Click here to learn more about our Savvy Medicare Planning for Boomers program.
Your membership includes a license to deliver and distribute:
Client Presentations (FINRA reviewed)
Three customizable client education presentations, including:
- Savvy Medicare Planning: Managing Health Care Expenses in Retirement
- Savvy Medicare Planning: 30 Minutes on Medicare Basics
- Savvy Medicare Planning: Transitioning to Medicare
Each presentation includes 45+ PowerPoint slides and an associated speech (presentations run 45-60 minutes).