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Introducing Two New Medicare Flowcharts

August 1, 2018
Resource Additions, Announcements

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  These two flowcharts can help you and your clients with the complexities, timing, and penalties related to Medicare enrollment.  This brings the total number of flowcharts up to 17.

Will I Be Enrolled Automatically In Medicare? This flowchart addresses the confusion about if and when a client needs to enroll in Medicare.  In some cases, the client will automatically be enrolled but, in other cases, the client will have to proactively enroll in Medicare. This flowchart helps to guide that decision.  It also addresses some of the common questions about when Medicare becomes effective following the Initial Enrollment Period rules.

Will I Avoid Medicare Enrollment Penalties? This flowchart covers the common situations that can result in late enrollment penalties. It addresses how these penalties are calculated for Parts A, B and D.  This flowchart also addresses the circumstances in which late enrollment penalties can be delayed.

What do you think of these two new flowcharts? Is there anything that should be included? Send me an email directly with any ideas or feedback.

Revisit a Flowchart

A client experiencing a divorce has a lot to consider.  One common area we see deals with questions related to the Social Security benefits that the client may be entitled to based on their ex-spouse’s benefit.  To help guide the conversation and ensure that all the major issues are considered, we developed the “Am I Eligible for Social Security Benefits as a Divorced Individual?” flowchart.  If you have a client going through a divorce, you may find this helpful.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
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