Medicare Options Available to You in 2021
Presented by Heritage First Insurance

Heritage First Insurance is pleased to have Todd Morrissey with us to discuss the details of YOUR 2021 Medicare Options. Todd has decades of experience in the Medicare field and is here to help educate you on your Medicare options.
In this webinar, Todd discusses a variety of Medicare topics, including:

  • How to apply for Medicare
  • Important dates you need to be made 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. You may be contacted for a discussion of insurance products at a later date.

​​​​​​​​​​​​​​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.​​​​​​​

  • 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 services 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.

  • Greg Davis

    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.

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