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

When, or if you set time aside to take care of yourself or do something for yourself, what do you do? I'm realizing I don't really have any "healthy" ways of relaxing outside of work, so drop whatever you got. It's starting to affect my personal life and I'm worried I won't be able to have healthy relationships unless I can take care of myself first.

like

I accepted an offer but also just started a new project, what’s the best approach here to decide time to put in 2 weeks? Starting visa transfer with new employer next week, aiming to join early Sep.

It’s looking like my job is gonna start asking us to return to the office. We have an open office plan and before we wfh FT I would save all my work for my telework days bc I can’t get shit done in the office. I’m having major anxiety about them making this decision. I know I’m not alone that people don’t want to return to the office. My ADHD and the open office just makes working from the office a nightmare and I’m feeling really nervous and kind of resentful.

like

Just started medication - adderal helped but if I didn’t take it for a day the withdrawal was UNBEARABLE. On vyvanse now.. tbh feels like my brain fog started when I started meds?

like

Hi fishes,
I'm 22 and planning to take a life insurance. I'm comparing all policies and max life seems attractive as it has good claim settlement ratio and less premiums. But there is no office near our area. My worry is that if there is a need to claim in future, it can be done all online by my nominee? Is it recommended to take policy online in any platform(like policybazaar)?
Other options I'm considering are SBI life, HDFC life which offices are available in my locality.
Please guide

like

Is genetic testing for diseases covered by most health insurance? Has anyone ever done this, do you recommend it.

like

Hello fishes, i am set to join Accenture as a Cloud Data Architect . However the Job Profile offered is Data Engineering -AM & job Family Group is Analytics and Insights. The JD shared during the interview says : Project Role Description : Assists with the data platform blueprint and design and Key responsibilities is a. Pre-sales and solution ownership of sales pursuits data analytics related services for cloud b. Own end to end RFP or RFI etc. Does it mean work is on presales only ?

like

Recently took up running, and looking for a light weight but warm vest to wear. Something good for temps between 30-40 degrees and can squeeze in a carry on. TIA!

I have been trying this cold therapy not for fat loss but for my mental well-being. I usually do 30 secs on and off for 3-4 times in shower and not sure if it is placebo effect but I instantly feel really good. Andrew Huberman has several podcasts on this topic if anybody is interested.

Post Photo
likehelpful

Hi Fishes,

I have joined
Nagarro as Node JS Developer. If possible please suggest tips for finding good Project here.

Thanks

likesmart
like

Anyone have an insight or advice about taking on freelance projects while receiving unemployment? I don't want to loose the income I will receive form UE for taking on a small project

like

Can diabetics get long term care?

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

like

Been really fighting sleep lately. I recall reading that’s an ADHD symptom but I can’t find it now in my half asleep but wide awake state.

like

Is the travel starting at Strategy& ? Or is it project to project basis? How much travel is back?PwC

like

Hi guys currently I'm working in a project with very stringent timelines. Sometimes we need to put more than 13-14 hrs each day. There are 4 members in my team. Two are involved in database prt and me and my lead are involved in the front end and middle layer prt. Somehow my lead is not at all pleased with my work. And even if I try to talk to him for something he is completely rude. Sometimes it makes me that I m completely useless. Even the other team members are following the lead

likefunny

Recent career-switcher here. While I’m a veteran with the ad process, I am new to the UX agile process. Is it normal to not use briefs whatsoever? Is it normal for the UX research lead to have a stakeholder workshop (sans designers) to think of concept “thought starters,” then have a separate meeting with the UX design lead to vote on which 1 of 3 concepts to proceed with? In advertising, this is analogous to the client and researchers doing the campaign idea then telling the CD to execute it.

like

Hi fellow 🐠, I recently moved to Vancouver from Europe, and I’m actively looking for a job. It’s been 3 months and over 200 applications with little luck :( Getting a bit desperate. I’m looking for Project Management/Business Analyst roles. I’ve have 4 years of experience in SaaS implementation and success management. If any of you know of any openings & would be able to refer me, I would be extremely grateful to talk with you. Thanks!

like

How do you determine whether your inability to get out of bed in the mornings is due to depression or mere avoidance of all the crushing work and stress that awaits you? Still WFH and now beginning to get worried at how late I’m getting out of bed these last few weeks and feeling completely unmotivated to do anything.

like

More Posts

Highest number of billable hours you have seen in a year?

like

How to access Nagarro mails on mobiles? Any specific application we need to download?

like
like

Anyone here used Mynd or Ziprent property (or similar )property management companies? What has your experience been like? Would you recommend?

like

Hello Fishes,

Need your input please

If i get lowballed package with good learning curve. Is it better idea to stick to it for next eight month and make another switch to recover the loss? Or should I search better job ? I have only 20 days left in notice

like

This dentsu challenge thing is so cringe. Such an echo chamber.

Post Photo
funnylike

Has anyone successfully turned their side gig into full-time? Or an income enough that it could be?

like

Things you wish you would've known before working for your firm:

like

What are different roles in LTI. I have got offer as P4 .May I know other roles from P4 onwards.
My exp is 11.10 years

like

Can anyone refer for Atlassian please? Job got posted in Linkedin today morning

Made the mistake of compromising for a cheaper watch, but that more expensive watch is still calling my name - what have y’all done in this situation? Now feels even more wasteful to go for the expensive one.

like

Anyone using your tv as a second monitor these days? Any advice on doing this wirelessly or without a giant HDMI cord going across my living room? I tried chrome cast and I don’t want to just mirror my screen, I need a dedicated second monitor. Thanks!

like

This has probably been asked many times in this bowl - what’s the best hotel rewards program? I have the Chase Sapphire Preferred card and I’m a Southwest RR member. I travel maybe 25-30% of the time

Who should get my loyalty? United or American?

like

Hi Fishes,
I am working as Automotive Engine R&D engineer for past 6 yrs. I have total experience of 6 yrs. I want to switch to consulting. Do suggest me how to take this career transition.
I would appreciate if anyone can share the right opportunity with me.
Thanks!!

P.S. I am mechanical engineering graduate from tier 1 institute in india. Good knowledge of excel and other microsoft products.

like

Hi, I am working as an associate in the sustainability team in one of the top consulting firms. I have an MBA from one of the old IIMs. I want to shift from sustainability to supply chain and logistics. Can anyone help me if finding a good opportunity in the field of supply chain.

like

Recommendations for lightweight low maintenance versatile blazer?

like

Does anyone work at a firm where legal assistants don't do legal assistant things? For example, I have to do my scheduling and calendaring. I have to upload documents to our file management system. This morning, a name partners assistant didn't realize the name partner had a depo and didn't confirm it. This is how this firm as been for decades and it's incredibly frustrating to work this way. It's so hard to not stress over this daily.

likefunny

Additional Posts in Financial Advisors

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

like

Best books you read this year that aren’t about sales, marketing or prospecting?

like

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

like

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

like

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

like

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

like

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

like

What is your favorite way of winding down during the evening when you get home?

like

What are some of your “schooling the client” moments?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

like

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

like

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

likesmart

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

like

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

like

Trying to build my book and I’m making good connections but not finding any immediate opportunities. Do you cold call or rely on referrals to build your pipeline?

like

Anyone knows about the base for chase PCA?

like

Best technology to use that LPL has?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
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

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download 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

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal