#67 | Bryan Herdt | How Do I Financially Plan Around Medicare?

Mar 1, 2024

Parent Projects - Aging In America
Parent Projects - Aging In America
#67 | Bryan Herdt | How Do I Financially Plan Around Medicare?
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Bryan is one of the original co-founders of LTCPG. His agency Innovative Broker Partners is located in Mesa, Arizona. He began his insurance career in 1998 with GE Capital as a captive long-term care agent. Innovative Broker Partners has partnered with financial planning organizations, credit unions, law firms, and other senior-focused organizations to assist their clients and members in managing their insurance strategies post-retirement. The unique structure of LTCPG along with Bryan’s diverse understanding of the long-term care industry with experience in field sales, agent training, agent recruiting, and time as an executive with one of the largest LTC carriers in the country have provided him with invaluable insights to building an innovative business model that has centered on long-term care.

 

Links:
www.innovativebrokerpartners.com

 

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Bookmarks:

00:00 – Intro

01:15 – Welcome to the Show

02:49 – Aspects of the Market

04:42 – Being Proactive for Our Parents

08:43 – When Finances and Healthcare Collide

16:09 – Medicaid System

28:00 – Start Putting the Puzzle Together

32:55 – More Information

36:29 – Part 2 Promo

37:08 – Outro

 

 

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