Client Profile: The Retiree
Alice & Bob both turned 64 in the last year and did not have retirement medical plans from their prior employers. During a recent review meeting with them, they had three questions on their mind about their Medicare benefit elections:
- “When should we be electing our Medicare benefit?”
- “What should we be considering when electing our Medicare benefit at age sixty-five?
- “What supplement medical plans best complement our future Medicare election?”