Medicare provides healthcare coverage for most retirees. Individuals typically are eligible through their Social Security benefit records. Coverage also is available for spouses, ex-spouses, and survivors.
Here are three questions that can help financial professionals guide clients as they navigate through making their Medicare decisions.
Plus, retirees who travel the U.S. or have summer/winter homes should make sure the plan they elect provides coverage in all locations. Medicare offers very limited protection for international travelers, so most need additional specific coverage.
With the help of a financial professional, my friend evaluated the options. The outcome: a plan that will work well for her specific situation. Now, my friend has a date set and is ready to enjoy retirement!
For more information on retirement-planning strategies, please contact the Retirement Strategies Group at (800) 722-2333, or email us at RSG@PacificLife.com.
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