Choosing A Medicare Plan With Laurie Boatman (Ep.78)

Retirement Plan Playbook

Unfortunately, the chances of you needing medical attention increase as the years progress.

So what can you do to prepare for this?

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Laurie Boatman, a licensed, trained and certified independent insurance agent to discuss the topic of Medicare. She will help you better understand the Medicare enrollment process whether you are approaching the retirement age or preparing for medical expenses that may come up.

Laurie discusses:

• Defines what Medicare is and why it was introduced
• How she helps people find the right Medicare Insurance Plan
• What age you should enroll in a Medicare plan and when the enrollment period is
• How to enroll in a Medicare plan
• And more

Resources:

• Retirement Plan Playbook: The Third Quarter Review of 2022 (Ep.77)

Connect with RPA Wealth Management:

• [e-mail]
• [phone]
• RPA Wealth Management
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: RPA Wealth Management

Connect with Laurie Boatman:

• 949-735-4486
• LinkedIn: Laurie Boatman

About Our Guest:

As a licensed, trained, and certified agent with major insurance companies, Laurie helps make the transition to Medicare easy to navigate and understand!

Laurie provides the knowledge so you can make the best choice for you and your situation. Trying to decide between Medicare only, a Medicare Advantage plan, or a Medicare/Medigap Supplemental plan. What about Prescription Drug plans?

What starts out as stressful, and confusing, becomes clear and simple! Laurie is here to help answer your questions and walk you through the process. It is of great value to seek help from an agent who specializes in Medicare that will guide you, whether you are just turning 65 or after.