As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates.
Our team has updated the following checklist and flowcharts. If you use any of them regularly, keep copies on your desktop, share them with COIs, or employ them in your web-based marketing, check to confirm they include the date as noted:
- What Issues Should I Consider When Reviewing My Health And Life Insurance Policies? A refresh, this flowchart benefits from a corrected typo. However, there are no material revisions. Updated 9/24/2021
- Will I Avoid Medicare Enrollment Penalties? Our team made material updates to clarify key decision points and to reframe the Medicare Part D penalty analysis. Updated 9/27/21
- Will I Be Enrolled Automatically In Medicare? Our team made material updates to improve the overall logic flow and enhance the Medigap planning point. Updated 9/30/21
Updates To Come
Your checklists, flowcharts, and summary guides must be up-to-date. As we eagerly wait for legislation to churn through Congress and for the IRS to publish the 2022 annual limits, our systematic reviews of the resources continue. So please stay tuned and return to the blog (you can filter for “Updated Resources”) to keep current as we release updates. Of course, you can always rely on your Member Section, too, for the most up-to-date versions of your favorite guides.
Questions? Please send them to [email protected]. We are with you every step of the way.