12/7/2010

With the Medicare enrollment period ending this month, now is a good time to discuss with clients their health care financial planning. Advisers can open the discussion with an offer to help with Medicare Part D choices and then move on to broader topics, such as long-term-care policies and future medical expenses. Adrienne Muralidharan, a senior Medicare specialist for Allsup Medicare Advisor, offers five tips to navigating these discussions.

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