Robert Paylor and BOD
(925) 778-1165

Date(s) - October 12, 2023
2:00 pm - 3:30 pm


October 12 NexGen Hosted Zoom

Each year, Medicare Advantage and Part D drug plans can change significantly for the coming year.  In fact, while the plans will keep the same names year to year, EVERYTHING ELSE about that coverage could change including monthly premiums, the medications they cover (or do not cover), pharmacy networks, doctor networks, out-of-pocket costs, deductibles and more.

Yes. You could have entirely different coverage next year from a plan with the same name. As a result, it’s critical that all senior-aged clients review their plan options during Medicare’s Open Enrollment period (October 15 and December 7). Yet only 20%-30% of seniors review their Medicare coverage. Plus, with additional changes coming to Medicare from the Inflation Reduction Act, it’s critical to get a preview of how Medicare will change for your clients. In this session, Melinda will teach you how to save your clients serious money on Medicare during Open Enrollment — without having to become a Medicare expert or sell insurance.

Presented by: Melinda Caughill; 65 Incorporated

Melinda is a passionate and entertaining Medicare expert. For more than 15 years, Melinda has worked in the Medicare landscape – helping to provide seniors, as well as their families and trusted advisors, with the unbiased guidance they need to avoid costly, permanent mistakes. She’s been a featured presenter for many financial advisory firms, including AG, Allstate, Edward Jones, Financial Experts Network, LPL, Raymond James, and more. Her Medicare insights have been featured in publications like Wall Street Journal, Consumer Reports, Morningstar. She’s consulted with prominent corporations like PBS and MacMillan Publishing. Today, through her companies, 65 Incorporated and i65, Melinda uses her extensive experience to provide seniors with unbiased, individualized Medicare enrollment guidance through fee-for-service consultations and online software. Melinda does not, nor do her companies, sell Medicare insurance.

No cost for Members!
$20 for Guests