REGISTER: Adding Medicare to Your Portfolio

February 27, 2024 | 12:00PM CST


Are you offering Medicare planning for your clients? If not, someone else is, and it might not lead to a positive outcome.

While the Center for Medicare and Medicaid Services (CMS) has recently put several new compliance regulations in place that make selling Medicare products more of a challenge, there is good reason. Your clients are getting mailings, emails, advertisements, and phone calls several times a day. Many of these contacts are through companies and systems that do not have your client’s best interests at heart. They are only looking to make a quick sale.

If you are a financial advisor or someone who works with retirement planning, make sure your clients are working with a trusted advisor for Medicare. Whether it is you, an employee in your office, or a referral partner, join us to learn more about what it takes to add Medicare to your portfolio.

We will discuss:

  • Basic requirements to offer Medicare products
  • Successful strategies for adding an employee
  • What to look for in a referral partner

Don’t leave Medicare costs to just anyone—be your client’s trusted advisor with all parts of retirement planning.

Reserve your spot today!



La Rae Mills

La Rae Mills

Senior Relationship Manager

La Rae is responsible for building and maintaining relationships with our clients and new prospects. She has several years of experience working in the insurance industry both as an agent and helping new agents explore appropriate solutions for their clients. Based in Minnesota, La Rae has her health and life insurance licenses and is LTC-certified and AHIP-certified.


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