We’ve all heard of Peak 65 — more than 11,000 Americans will celebrate their 65th birthday each day this year. That reality isn’t only a demographic headline; it’s transforming the client base. As clients a ge, Medicare becomes a key factor in their pre- and post-retirement financial security picture. And here’s the truth: Sound financial planning is incomplete without integrating health care.
The catch? The Affordable Care Act and Medicare are complex, fast-changing and highly regulated. Financial professionals can’t (and shouldn’t) go it alone. That’s why partnering with or encouraging your clients to engage with a trained, licensed Medicare agent is so powerful. These agents bring specialized knowledge and compliance expertise, ensuring clients make informed choices. ARTICLE