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This article appeared in the September 2018 Journal of Financial Service Professionals. 

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This article appeared in the May 2020 Journal of Financial Service Professionals. 

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This article appeared in the May 2019 Journal of Financial Service Professionals.

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The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]

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By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

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By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

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By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

$21.95

By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

$21.95

By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

$19.00

The Medicare Advantage program is likely to continue to be a fulcrum for change in health insurance markets. It is a highly regulated private market. Policymakers have and will continue to experiment with its design to attempt to lower costs and improve access to higher-quality care.   Author: William S. Custer, PhD, is the director of [...]

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Program Description: This session will briefly review the different options available with Medicare. We will then focus on critical aspects regarding enrollment timing and opportunities to make changes with the various Medicare options after the initial enrollment. We will then examine some of the recent changes with Medicare Advantage and Medicare supplement plans before opening [...]

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