Insights

Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Transitioning to Medicare: Navigating the Transition Period Before Medicare [Watch Now]

Medicare benefits start to come into play when someone turns 65. But, there are many reasons why someone might lose or relinquishes their current coverage (including unemployment, early retirement, divorce, from employee to self-employed etc.) prior to their Medicare eligibility. We invited Jonathan Katz, Health and Insurance Broker at KatzInsurance Group, and discussed insurance considerations and options to cover while you wait for your Medicare benefits to take effect.

Do you have questions about Medicare or other insurance options? Reply to this email – we’re always happy to answer your wealth management and planning questions!

 

Speakers

Jonathan Katz

Health and Insurance Broker

Katz Insurance Group

Share this post :
Facebook
LinkedIn
Email

Sign Up for Our Newsletter

Stay Connected to Argent Bridge Advisors

Contact Information