Episode description:
Anyone who has gone through the process of signing up for Medicare quickly comes to the same conclusion: It’s complicated! Even if you’re already enrolled, plans and regulations may change, as well as your personal health needs, so it’s a good idea to review your policy every year—long before the annual open enrollment period in the late fall. In today’s episode, James Donnelly, a Certified Medicare Advisor, explains not only Medicare basics, but offers valuable insights and information that cut though the deluge of mailings, phone calls, marketing pitches and commercials we’re exposed to every year. He will talk about how to make sure a plan fits your needs; how you can switch coverage during special enrollment periods (even if you don’t think you can); and how you can qualify for extra financial assistance or programs to help pay for coverage. The host of a regular “Medicare Monday” podcast, James will offer examples of specific scenarios from his wide-ranging experiences, including advice about avoiding Medicare scams. “Where you get the facts matters,” he says. “Education is everything.”
Guest description:
James Donnelly is the CEO and Founder of Safe Haven Insurance Agency, whose goal is to help individuals and families plan quality Medicare, life insurance, and retirement solutions. Previously, he worked as an independent insurance agent after serving as a financial representative for Northwestern Mutual. For 20 years, James was Vice President for Operations for the Landcare Group, a full-service Long Island-based landscaping company. He earned a Bachelor of Business Administration from SUNY Farmingdale.
Contact: james@safehaveninsuranceagency.com
Facebook: https://www.facebook.com/safehaveninsurance
LinkedIn: https://www.linkedin.com/in/james-donnelly 69b14049/
Instagram: @jamesvdonnelly
Website: www.safehaveninsuranceagency.com
– Coming Next Monday – Tune in September 9th at Noon PST / 3 pm Eastern Time Consumer-Directed Programs: A Unique Option for Caregivers Episode description: In virtually every survey of older adults, people say they want to age in place for as long as possible, with the help of family members and professional
Read More– Listen to Ron’s Interview with Carroll Golden – (Encore) How to Get Long-term Care—Without Pulling Your Family Apart! Episode description: When we think about our later years, we know that because we’re living longer these days, we need to create a realistic financial plan for retirement—to make sure we don’t run out
Read More