Medicare Options Available to You in 2021
Presented by Fullerton Financial Planning
Fullerton Financial Planning 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.
Disclosure:
Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice.
Fullerton Financial Planning 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.
Stephanie Fullerton
Investment Advisor Representative and Licensed and Insured Professional, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by two guiding principles: integrity and honesty.
"In retirement, I don't believe people should be risking their money," she says. "We share strategies to help protect what they have already earned and to generate retirement income."
Stephanie says her clients are like a second family to her. She enjoys working not only with the retirees and pre-retirees she serves, but also looks forward to working with their extended families.