He focuses on the wholistic cost of care including premiums and out-of-pocket expenses to determine how much stability and control a Retiree wishes to have for the next 35 years of Retirement. As he meets with his Clients traveling down some years through Retirement, they often ask him questions and appreciate the answers based on the ongoing relationship to assist as the years go on.
Today Mark’s time is more limited than in 2007, but he still chats with New Retirees to help show how to keep Medicare.
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