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October 03, 2022 at 10:08 AM
What You Need to Know
- Medicare is, obviously, a great conversation starter.
- Any young children are now one grade closer to college.
- October stock market volatility may increase interest in annuities.
Labor Day is behind us. It’s time to roll up your sleeves and get to work.
I always felt that way when I was a financial advisor in production.
When clients and prospects send their children off to school and see Costco putting Christmas trees in stores, they may feel the same way.
As the weather turns crisper, people get spurred into activity.
1. Medicare Annual Enrollment
This period is traditionally Oct. 15 through Dec. 7.
Most retired clients need supplemental plans too.
If they are too young to be on Medicare, their parents probably qualify.
They will have questions. You can provide answers.
2. What Is Medicare Advantage All About?
You cannot avoid the ads for “check your ZIP code” and “put money back in your Social Security check.”
The airwaves are saturated with them! Many clients and prospects will think “It’s too good to be true” or “If it says Medicare, it must be the same or better.” They will be mystified.
As an insurance professional, you can provide clarity, including the pros and cons.
3. They Grow Up So Fast.
Your client just sent their children off to the next grade in school. They are conscious their children are getting older.
College tuition looms on the horizon and Boardwalk and Park Place on the Monopoly game board.
What is college going to cost? How can we save for it?
As a financial professional, you can provide answers.
4. Someday I Will Get Old Too.
Your client’s parents live nearby. They live in the family home, unless they live with their children.
Your client thinks someday, they will be in the same position.
