Understand Your 2020 Medicare Options
Presented by Heritage First Insurance
Heritage First Insurance is pleased to have Todd Morrissey with us to discuss the details of YOUR 2020 Medicare Options. Todd has decades of experience in the Medicare field and is here to help educate you on your Medicare options.
There are no products sold at this presentation and this presentation should be considered informational only.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Our firm is not affiliated with the U.S. government or the federal Medicare program.
Securities offered through IBN Financial Services Inc., Member FINRA/SIPC. IBN Financial Services is not affiliated with Heritage First. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heritage First are not affiliated companies.
With decades of experience in the Medicare space, Todd is pleased to be able to bring his experience and knowledge about Medicare strategies to retirees throughout the country.
Following a 25 year career with Pfizer Pharmaceuticals, I transitioned to the Financial Services Industry. After 20 years of personal investing and working with my own Financial Advisor, I was committed to starting a business in Financial Services. The transition started with UBS in July 2007 in Buffalo, NY and later, my wife, Sally, and I relocated to her hometown, Kansas City. In 2009, I joined three other professionals in a Financial Advisory Practice located on the Country Club Plaza. Since then, our business has grown to include the full range of investment strategies. In addition, we help clients in optimizing their participation in Social Security and Medicare.