How advisors can reach today’s tech-savvy seniors.
How to gain trust in a world where trust seems to be in short supply.
What’s new in Medicare and other senior-oriented products.
Increased government regulation is impacting the way brokers can serve their Medicare clients. How can brokers be compliant and still do their jobs?
How to compete with TV ads and gimmicks to become the go-to expert for advice.
Seniors’ biggest concerns and how you can give them peace of mind.
Our panelists have a wealth of experience serving the senior market. Hear the latest insights from:
Joanne Giardini-Russell, self-proclaimed “Medicare Nerd” and owner of Giardini Medicare. Joanne has worked with thousands of seniors and hears the same thing at the end of their conversations: “Wow, I feel better already.”
Mark A. Squires, owner and president of Wise Choices Financial. One of Mark’s clients referred to him as the “Medicare Whisperer,” and he has used that term ever since. Mark regularly appears on local radio programs, educating the public about Medicare and related issues.
Craig Ritter, CEO of Ritter Insurance Marketing, a national FMO for life and health products specializing in the senior market, and a Managing Partner of Integrity Marketing Group. The client base of agents who work with Ritter totals more than half a million Medicare Advantage, Medicare Supplement, and Medicare Part D policyholders. In 2021, these agents produced more than $37 million in Medicare Supplement premium and collected more than 156,000 MA and PDP enrollments.