Advisor Newsletter

As we close out another Medicare Annual Enrollment Period, I want to thank the many financial advisors, CPAs and retirement professionals who collaborated with me to support their clients this season. My Medicare practice experienced over 13% growth in new clients during AEP — with the majority of new relationships coming from referrals. For those already referring…

As we enter the final stretch of Medicare’s Annual Enrollment Period, many clients are experiencing plan changes, increased questions, and overall confusion. I appreciate the continued trust and referrals from your office—supporting your clients through Medicare complexities is truly a team effort. If you have clients still unsure about their 2026 options, please feel free…

Welcome to the first edition of Your Medicare KeyNote! Each month I will be sharing Medicare insights and timely updates designed to help you better serve your clients as they navigate retirement and healthcare planning. This Month’s Highlights 📰 Medicare Policy UpdatesThe 2026 landscape will be disruptive. Against the backdrop of rising healthcare utilization and costs –…