Understand Your 2020 Medicare Options
Presented by Howard Bailey
Howard Bailey 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 educate you on your Medicare options.
In this webinar, Todd discusses a variety of Medicare topics, including:
- How to apply for Medicare and important dates you need to be aware of
- Your Medicare options and the differences in coverage
- Costs and copays you could be responsible for
- Questions to ask yourself now to determine what is the best option for you
There are no products sold at this presentation and this presentation should be considered informational only.
Disclosure:
Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey Financial™ does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Job Optional was an #1 Amazon best seller in Retirement Planning on 7/2/19, and Wall Street Journal eBook Best Seller on 8/9/19.
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Todd Morrissey
Todd has been in the Medicare space for over 30 years. Starting out as a Career Agent with Farm Bureau, where he was first introduced to Medicare planning for clients and his parents.
His career quickly expanded into holding Executive level Sales & Marketing positions with some of the top Medicare Carriers, such as United Healthcare and Mutual of Omaha. Todd lead a number of Medicare Sales team to unprecedented growth by helping build comprehensive training programs for the Agents.
He also started his own Medicare Consulting Company, where he worked with Banks, helping employees and depositors understand Medicare and train on which plans would be the best fit.
Just before starting a new Division and becoming President of the Medicare Solutions at Advisors Excel. Todd was the head of Sales & Marketing for Premier Marketing. One of the top Medicare organization in the country with over 30,000 Medicare licensed Agents. There he helped train and provide marketing support as they worked with their Medicare clients.
Bradley Simich
Bradley Simich is a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate, Investment Adviser Representative, and is life and health insurance licensed. He prioritizes placing client needs first at the core of his financial advising philosophy, designing custom retirement strategies that coincide with the Howard Bailey mission of retiring with purpose.