Medicare Options Available to You in 2021
Presented by Clark Financial Solutions
Clark Financial Solutions 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:
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.
Disclosure:
Investment Advisory services offered through Brighter Financial Capital Management, LLC, a SEC Registered Investment Adviser. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC located at 11525 Park Woods Circle Alpharetta, GA 30024. Insurance products and services offered through Clark & Associates, Inc. Financial Solutions. Clark & Associates, Inc. Financial Solutions and Brighter Financial Capital Management, LLC, are not affiliated with Kalos Capital, Inc.
Clark & Associates, Inc. Financial Solutions are not affiliated with Medicare or any other governmental agency.
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.
Kris Money
Kris is a graduate of Baker University and native of Topeka, Kansas. She has 17 years of financial industry experience and a drive to put clients first. She is the leading expert on Medicare and Life Insurance at Clark Financial Solutions, where she has worked for the last 5 years. When not working, you’ll find Kris spending time with family and friends while taking in the culture and history of the region.
Megan Clark
Megan is a graduate of the University of Virginia and is the CEO of Clark Financial Solutions, as well as a wealth manager. She grew up learning about the business and fell in love with the fact that our clients truly are the boss. Her passion to help others is fulfilled with every client we support. She is a Retirement Income Certified Professional and is currently working toward her Certified Financial Planner (CFP) certificate. Megan was born and raised here, and currently lives in Reston with her husband, James. When she’s not helping people create a Brighter Financial Future, she is either playing with their new puppy, Chloe, or spending time staying fit.