A whopping 72% of 1,260 surveyed adults said they wish they understood Medicare coverage better! This is according to the Nationwide Retirement Institute® 2023 Health Care Costs in Retirement Survey.

It’s time to clear the confusion and dispel some common myths.

Catch this informative podcast, where Charlie Massimo and Peter Anastasian speak with Kevin Lawrence, director of senior markets at Professional Group Plans (PGP). Together, they help listeners make informed decisions by breaking down various aspects of Medicare premiums and coverage.

Kevin discusses: 

• Five common Medicare myths
• The intricacies of different Medicare plans (Part B, Part D, Supplement, Advantage, etc.)
• How Medicare differs from Medicaid
• Finding a plan that meets your medical needs
• What questions you should ask to a Medicare salesperson
• And more

Resources:

• The Nationwide Retirement Institute® 2023 Health Care Costs in Retirement Survey

Connect with Kevin Lawrence:

• kevin.lawrence@pgpbenefits.com
• Professional Group Plans (PGP)
• LinkedIn: Kevin Lawrence

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Wealth Enhancement Group
• LinkedIn: Charlie Massimo
• LinkedIn: Peter Anastasian

About Our Guest:

Kevin Lawrence joined Professional Group Plans (PGP) after 10 years at MetLife and 2 years as Vice President of Advanced Planning Partners. Over the last several years of his career, Kevin has concentrated his practice on helping seniors with their healthcare needs and has become a top producer in Medicare Supplement Plans, Part D Plans, and Medicare Advantage Plans.

Kevin takes pride in educating his clients to ensure that they are confident that they have chosen the best product for their needs. He is well known in the brokerage community as an expert on eliminating the confusion surrounding Medicare. Many brokers rely on Kevin’s guidance to help them solve problems for their clients.

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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