{ "media_type": "text", "post_content": "Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?", "post_id": "60a1dcddcdac740022a05a56", "reply_count": 6, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "bowl" }
null

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

like
Posting as :
works at
You are currently posting as works at

Not to be a goober, but you don’t have a Medicare person in any of your networking groups? Personally I know at least 5 (only two of whom I’d recommend.)

This is a great opportunity to meet someone close by and develop a relationship. From one Millennial to another. 😎

I know of two people but I don’t particularly trust them with my clients so I’m looking to get educated first then seek out new relationships. And surprisingly I haven’t met them in either of the groups I belong to.

How are you an advisor that just now focusing on the 65+ age group? Just starting out?

I’m capable of helping plenty of clients and doing so profitably. Why limit my practice to seniors only? It’s not always about chasing assets.

Helping someone plan for the first time and get started building their balance sheet in their 20s and 30s is just as rewarding as helping a retiree create an income/distribution plan.

Why get licensed to sell disability insurance if I’m going to serve a market that’s too old to buy it?

I hope you don’t give the same blanket statement advice to your clients.

like

Related Posts

Can anyone guide me how to get a good SAP SD project as i joined newly i have as asked to into a famous phone project.. but i know i it works so i didn't get into that so they asked to get into a testing project... Apart from this how can I get a support project in Wipro.. your inputs will be very helpful.. TIA...

like

#urgent
I am a full stack developer and I am getting a project in data migration? Should I work on the project or ask my manager for new project according to my skills?
Pls suggest.. I am deeply confused.

like

Anyone at McKinsey familiar with the following role: “Client Development Specialist- Wave” does it involve a lot of travel?

like

Partners. If you finish a project under budget and have a surplus at the end, do you get some type of credit or a percentage of the savings deposited to your bank account?

likehelpfulfunny

What kind of severance should you ask as an ECD if you’re made redundant due to losing a client? My employment contract says severance is discretionary.

like

What does the SVP Client Services comp at Epsilon look like? And has the Publicis acquisition increased attrition? Would anyone make a jump from a Big 4 over there?

like

Anyone want to work on a side project while quarantined? Let’s match up. I’d like to develop a card game. DM me.

like

Hope this doesn’t make you cringe, but have partners been rockstars on every single project? Or have you had projects where due to team dynamics, skill set or other factors you were average?

like

Fellow SAP consultants...having a hard time finding the difference between BBD and SLED. How would you explain the difference to a client based on your experiences between the two? TIA

like

Hi All,
One of my friend is working as Mechanical engg in Tata Motors with 7 yoe have 9 lakh pkg.He wants to come to IT due to tempting pkgs in IT so he did testing course and took fake exp from one consulting and got 2 offers- Infy - 12 Lakh and CTS 14 Lak by showing 3.5 yoe. So he is afraid now whether his fake exp will be caught if he changes the org in future or if client initiates bgv. He is hard working and decided to join CTS.CTS & Infy did his bgv but failed to catch his fake exp.

like
like
like

First day on client site for a new project. Any suggestions or tips on making it a smooth visit?

likefunny

How much do your client strategists make

like

Any insights on Cloud consultant role in GCP PSO in terms of project pipeline, growth opps , wlb , etc.

like

Client emails me to tell me to check my voicemail and respond to their question. Some people...

like

client employee called my sample selections "stupid", am gonna go drink coffee and breath on her

like

Hi fihses need your valuable input.
I have 2 offer , one from enquero and second from born group client morgan Stanley.
Skillset data engineer.
Yoe. 6
Ctc offered around 27lpa for both. Enquero having 5percnt variable, born all fixed.
Now i want to know which company is good in terms of wlb, growth, hike and job security.
And enquero is wfh while born is 6mnth wfh then from office.

like

Is joining amdocs as java developer is bad ? they said i will be working on legacy systems to make them transform into new tech ? is it true And can we say no to project when joined or change project in amdocs?

Additional Posts in Financial Advisors

Any brands/campaigns/products who are nailing "Personal"? I have a starter list:
Nike iD
Postmates "We Get It" campaign
Spotify "Only You" Hub
Beats by Dre "Straight Outta Somewhere"
Skittles Super Bowl Ad made for only one person

Any and all examples are much appreciated!

like

Is their anyone working in SAT having a PMP certification? What is the usual package range offered to an Associate Manager who is PMP certified?

like

Any creative gift ideas for young mothers? Doesn’t need to be ‘mom’ related but I assume this demographic appreciates similar niceties in life.

like

Hi Fishies,

Please help me if i should join Orion Innovation

What types of investments do people use if pretty much every stock is banned due to independence? I need help. The wife is also at a big 4, so it’s very hard to find an allowed stock

like

United club phrase of the day?

like

Yin and yang

Post Photo
likefunny

Do you think the job of an analyst has gotten easier/harder over the past decade?

like

Let’s hear the success stories. Do you have any lessons learned, shed a light on the path of others. What was differentiating in your actions and story? What would you do different if you would have a second chance?

Anyone expert in SQL?

like

Anyone have tips for someone interviewing for a Private Equity BD role?

like

Does anyone have mission-driven companies they recommend working at?

like

At my 1st industry job. Another analyst starting the same time as I is annoying the heck out of me. He never shares information, and always just repeats what I said in group messages, emails, zoom meetings (and prompts me to go first). He even stalks my calendar and compares the schedule overlap with our manager’s to figure out my meetings and schedule🙃. He also pushed me under the bus (he didn’t do a task even though i reminded him, yet he said I didn’t do it either together). Just here to vent

like

Hi everyone,
I am in the last stages of an interview process and I really fucked up a 15-min talk with some on the team. I’ve already spoken with two collegues and it went very well, but this one I totally blew because I stuttered, was super nervous and could not answer the questions properly. Considering that I’m probably not a favourite for this one guy, what do you think my chances are for landing the job? Can I do something to “save” the situation?

like

I have an offer to join Commercial Assurance but I’m not sure what career path that could lead me to if I was to leave Big 4 - thoughts?

like

I am sap sd consultant and interested to learn sap abap to add one more skill to my resume.. can anyone guide me from where i can start preparations for self study ??

like
like

Additional Posts (overall)

Do you fly economy, business or first class?

like

Have you ever lied (or even "stretched the truth") on your resume/in professional interviews?

like

How do you guys recover from a flu/virus? Doctor said take Tylenol and water. Not helping

Wondering what a reasonable goal for someone to set in their first year gathering assets as an Indy. Assuming you were starting from scratch and were predominantly cold calling in the fist year

like

Lead Gen for 2022, has anyone used either planswell or advice chaser for automated lead Gen? Used smart asset previously

like

Curious... do you guys still have/pass out business cards?

like

In the office cold calling residents, FTW!

like

Working 11am-8pm? Thoughts?

like

I need CE for life license. I’ve used webce in the past but would prefer a site that passes you so long as you score high enough. This site makes you sit on the pages for the entire time. Suggestions?

like

Does anyone here have any experience working with clients who have children with special needs?

like

Do you also feel nervous if you are not busy as your coworkers? There're associates that always busy but sometimes I just happen to have slow days and that makes me feel worried

like

529. Not state sponsored so no tax deduction. Client’s tax advisor said to pay for private elementary school w/ 529 funds and contribute that amount back to the 529 each month. Does this make sense?

like

I can't keep up with my personal emails, calls, or my life for that matter.

like

Do you think there are people who go to sleep without stressing about what they did wrong today and wake up excited for work? Asking for me, bc sometimes I wish I’d just become a dentist...

like

New advisor here, and I have a list of leads to call on. What’s the best way to word an intro email that asks for a meeting but doesn’t sound too salesy?

like

Anyone regularly trade options/futures?

like

Castor Abbott. What do they do? Does it work? What’s the cost?

like

Just had my first call w/ a client where I basically had to tell them if they aren’t going to trust my recommendations and I’m basically an order taker, maybe we shouldn’t be working together. CONT

like

Is this a good time to convert a traditional IRA to a ROTH?

like

What percentage of your paycheck do you save?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy.

Already have an account? Log in

New to Fishbowl?

image with Fishbowl logo and arms reaching out for a handshake

Already have an account? Log in

By continuing you agree to Terms of Use and Privacy Policy.
Messaging rates may apply

For account settings, visit Fishbowl on Desktop Browser or

General

Legal