Presented By: Howard Bailey

2022 Medicare Benefits Guide with Todd Morrissey

Howard Bailey Financial is pleased to have Todd Morrissey with us to discuss the details of YOUR 2022 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. You may be contacted for a discussion of insurance products at a later date.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Todd Morrissey
is not a client of Howard Bailey Financial, Inc. or Howard Bailey Securities, LLC (together "Howard Bailey”) Mr. Morrissey is being compensated by Advisors Platform in the amount of $2,000 to speak on behalf of Howard Bailey. Mr. Morrissey has an existing business relationship with Advisors Platform which may further incentivize any endorsement of Howard Bailey as a client of Advisors Platform. 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. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. ©2022 HOWARD BAILEY FINANCIAL, INC.

Webinar Presenters

  • Isaac Berg

    Isaac Berg is dedicated to helping provide clients with long-term retirement solutions and knowledge crafted to build a lifetime of financial peace. He is passionate about continually expanding his wheelhouse of the latest investment and financial strategies to help elevate the guidance he passes on to both pre-retirees and retirees. In addition to being an Investment Adviser Representative (IAR), Isaac is also certified in life and health insurance. He pursues education opportunities year-round with the end-goal of being able to best serve clients and help them reach their financial goals.

  • 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. 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.

What You Will Learn In The Webinar

  • How to Apply for Medicare

  • Important Dates You Need to Be Made Aware of

  • Your Medicare Options & Differences in Coverage

  • Cost & Co-Pays You Could Be Responsible For

  • Questions to Ask Yourself Now to Determine Which Is The Best Option For You

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