There is no secret to Medicare, you just need the proper guidance.

In this insightful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, welcomes Craig Smith, Medicare professional. With a focus on senior healthcare since 2013, Craig has become a go-to advisor for baby boomers managing healthcare and insurance financials, especially Medicare. The episode delves deeply into the layers of Medicare, shedding light on its various sections, eligibility nuances, and pivotal decisions for those approaching their golden years.

Key Points Covered:

• Exploring Medicare Parts A and B, along with drug plan details
  
• Clarity on Medicare eligibility starting at age 65 and special condition considerations
  
• Insights on how employer healthcare plans interact with Medicare choices at 65, including spousal coverage implications
  
• Highlighting Medicare’s automatic enrollment, penalties, and drug plan selection
  
• Differentiating between Medicare Advantage and Medicare Supplement Plans
  
• Guidance on Medicare’s annual enrollment and state-specific plan variations
  
• Plus, more tips for making well-informed Medicare decisions!
  

Connect with Craig Smith:

• LinkedIn: Craig Smith
  
• Website: Craig Smith Insurance Group
  
• Email: craigsmith@csmedicare.net 
  
• Direct: (917) 740-1895
  

Connect with Larry Heller: 

• (631) 248-3600
  
• Schedule a 20-Minute Call
  
• Heller Wealth Management
  
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
  
• YouTube: Life Unlimited with Larry Heller, CFP®
  

About Craig Smith:

Craig Smith has been an instrumental figure in the senior healthcare market since becoming an insurance agent in 2013. His expertise in Medicare and commitment to offering unbiased, affordable healthcare plans have significantly impacted retirees and those nearing retirement age. With a deep understanding of the intricacies of Medicare, Craig provides tailored advice to his clients, helping them make informed decisions about their healthcare and financial security.