Latest / The Bucket Plan® On-Demand Series
Demystifying Medicare Planning: Your Gateway to Exceptional Service and Leads
Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they unravel the intricacies of Medicare supplement plans. Learn how to differentiate between Medicare parts and plans, debunk common misconceptions, and understand the crucial differences between Medicare Advantage and Supplement options. Whether you're new to Medicare planning or looking to enhance your expertise, tune in to…
The skinny
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