About This Episode

When it comes to choosing Medicare Supplement plan options, new-to-Medicare beneficiaries are opting for lower cost plans. During the first six months of 2022, some 38% opted for Medigap Plan N. Just over half (51%) selected Plan G coverage. Nearly 6% enrolled in a High Deductible Plan G (HDG) plan.

My guests today will discuss those and other trends in Medicare planning and how advisors can best help their clients with their healthcare needs.

About Our Guests

Jesse Slome is director of the American Association for Medicare Supplement Insurance as well as the American Association for Long-Term Care Insurance. Those organizations advocate on behalf of these products and support insurance and financial professionals.

Christine Simone is one of the founders at Caribou, a healthcare planning and cost optimization platform for financial advisors. Driven by her passion for healthcare innovation, she has held notable leadership positions at digital health and medical device companies, working with key stakeholders in the industry, from payers to providers to Veterans Affairs. Christine frequently writes in financial, technology, and women-focused publications, such as Advisor Perspectives, Crunchbase, and Women 2.0. Her most recent article, Comparing High and Low Deductible Medicare Supplemental Plans, appeared in Advisor Perspectives on August 16.

Show Notes

Here are some links to learn more about Jesse’s and Christine’s organizations:

• American Association for Medicare Supplement Insurance
• Caribou
• Comparing High and Low Deductible Medicare Supplemental Plans (by Christine Simone 8/16/22)

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