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Medicare 101 with Ballast and SilverBridge Insurance Solutions
Watch on YouTube here: https://youtu.be/spMBJuur45M
Medicare sounds simple until you're staring down a grid of plan letters and 47 unsolicited robocalls. Richard McQuerry, a Medicare specialist with 17 years in the space, gives us the the full Medicare rundown.
We cover the two main paths (Supplement vs. Advantage), what IRMAA is and why a big distribution can spike your premium for a year, Kentucky's Birthday Rule, the $2,100 Part D out-of-pocket cap, and one critical sequencing warning: going from Supplement to Advantage is easy but going back requires health underwriting and they can deny you.
Start the process 90 days before you need coverage. Get travel insurance if you go abroad. And find someone who specializes in this, not a call center running TV ads with retired athletes.
Guest: Richard McQuerry | Silver Bridge Insurance Solutions | Lexington, KY
Contact BALLAST: ballastplan.com | 859.226.0625
Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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By Ballast, Inc.Watch on YouTube here: https://youtu.be/spMBJuur45M
Medicare sounds simple until you're staring down a grid of plan letters and 47 unsolicited robocalls. Richard McQuerry, a Medicare specialist with 17 years in the space, gives us the the full Medicare rundown.
We cover the two main paths (Supplement vs. Advantage), what IRMAA is and why a big distribution can spike your premium for a year, Kentucky's Birthday Rule, the $2,100 Part D out-of-pocket cap, and one critical sequencing warning: going from Supplement to Advantage is easy but going back requires health underwriting and they can deny you.
Start the process 90 days before you need coverage. Get travel insurance if you go abroad. And find someone who specializes in this, not a call center running TV ads with retired athletes.
Guest: Richard McQuerry | Silver Bridge Insurance Solutions | Lexington, KY
Contact BALLAST: ballastplan.com | 859.226.0625
Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.