Are your clients prepared for mandatory healthcare costs in retirement? The Income Related Monthly Adjustment Amount (IRMAA) can be a costly obstacle for retirees who happen to be earning "too much income" while enrolled in Medicare.
As their advisor, you could be held liable for failing to help them adequately plan for these future healthcare costs. Through the Retirement Protect™ Healthcare Planning Software from Jester Financial Technologies, we will arm you with the knowledge and training you need to help your clients protect their financial well-being, all while documenting your own due diligence.
Through training materials and software, informative videos, and expert industry speakers, Cee Way connects you with programs to teach new skills, guide you through bussiness planning, and share new strategies to help you and your clients achieve the best financial outcomes in any situation and market.
Navigating the changing regulatory conditions of the financial service industry is easier when wholesalers & advisors work together as trusted partners. With tools designed to find relevant and meaningful opportunities, Cee Way Marketing is ready to help you grow your practice in new and exciting ways.
Cee Way Marketing is the National distributor for the Retirement Protect™ Healthcare Planning Software. This software helps advisors identify and plan for future healthcare cost issues years in advance, saving your clients hundreds of thousands in unplanned costs and protecting their social security income.
Please contact us via phone or email if you have any questions and we will get back to you as soon as possible.
1108 N Cole Road, Boise, ID 83704
United States of America