Graham Kimmerer – 2 Minute Speakers Bureau Clip

Graham Kimmerer – 2 Minute Speakers Bureau Clip

Graham Kimmerer: I'm Graham Kimmerer, a senior business development specialist with MFS. Along with my team members, our role is to help you as a financial advisor and your team, expand your knowledge, build your business with practice management ideas, and to help with difficult topics such as Medicare. Medicare is an area where a lot of clients have confusion around what exactly Medicare is, when they need to enroll to make sure they don't have any costly penalties and what it is they need to consider to ensure they have proper coverage.

To that end, at MFS, we've created a program around Medicare for you and your clients. What exactly original Medicare is and what it covers, What a medicare Advantage, also known as a part C plan is versus a medigap or a medicare supplement plan. And finally, what all those different enrollment periods are and when they come into play. One idea is for you to host a seminar for those approaching not just Medicare, but also retirement age.

I suggest age 62 and up. These decisions can have a very expensive and very long lasting impact on clients in retirement. We want to make sure that they're making the most informed choices, as well as working with you as their financial advisor to budget appropriately. If you're interested in hosting one of these seminars, please reach out to your MFS representative for all of our client facing materials.

 

This material should be used as helpful hints only. Each person’s situation is different. You may want to consult your financial advisor or investment professional before making any decisions. Also, you may want to confirm any decision with a Social Security (1-800-772-1213) or Medicare (1-800-MEDICARE) representative.

The Medicare and any insurance coverage you choose should correspond to your financial needs and goals. For assistance in determining your financial situation, please consult an investment professional.

The views expressed in this presentation are those of the speaker and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product

MFS does not provide tax, legal, accounting, Social Security or Medicare advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

FOR INVESTMENT PROFESSIONAL AND INSTITUTIONAL USE ONLY. Should not be shown, quoted or distributed to the public.

MFS Fund Distributors, Inc., Member SIPC, Boston, MA

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