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?

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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.

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