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The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

The Rainmaker Multiplier On-Demand Podcast

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

In This Episode

About the Episode:

Medicare is a cornerstone of healthcare coverage for millions of Americans, especially those in or nearing retirement.

Host Matt Sietz, Chief Marketing Officer at C2P, welcomes two special guests to discuss the complex world of Medicare and how having a specialist on staff at your financial advisory benefits your firm and the clients you serve. When a firm is able to offer Medicare planning services, they can position themselves as an all-in-one place clients can turn to for their financial and medical planning needs.

As skilled practitioners in the field, Ashley Leibowitz, CEO of Assure All Insurance, and Gary Pelfrey, Director of Business Development and the Medicare specialist at JL Smith, aim to empower financial professionals to better serve their clients’ healthcare needs by discussing:

  • The Importance of Medicare Planning: emphasizing the significance of integrating Medicare planning into a holistic financial plan, highlighting how it can greatly benefit clients in terms of healthcare costs and financial goals.
  • The Role of a Medicare Specialist: the value of having a Medicare specialist on staff or as a trusted referral resource, emphasizing the importance of not just technical knowledge but also soft skills like empathy and effective communication when assisting clients with Medicare planning.
  • Common Misconceptions and Challenges: some of the common misconceptions and challenges clients face when navigating the Medicare system, shedding light on the complexities involved.
  • Preparing for Open Enrollment: advice and practical tips for financial advisors on how to prepare for the Medicare open enrollment period, including the importance of education and referrals.

Learn why having a Medicare specialist can give your firm a competitive edge and discover actionable advice for advisors preparing for open enrollment and beyond!

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

About the guest host:

 Matt Seitz, a Partner and the Chief Marketing Officer at C2P, is a seasoned marketing and sales professional with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.

In his role at C2P, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics. As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.

About the guests:

Ashley Bracha Leibowitz, is the dynamic Managing Partner at Atlantic Retirement Solutions, where she spearheads the Medicare and Property and Casualty division. Her remarkable blend of nursing and business acumen positions her as the ideal addition to our team, dedicated to addressing the unique retirement needs of the senior community.

Ashley is armed with a FL 2-15 Life, Health, and Variable Annuity license, alongside her Property and Casualty License, a testament to her comprehensive skill set. Her expertise shines brightest in the realm of Medicare, where she excels in simplifying the intricacies, ensuring retirees are well-informed about the array of Medicare plans available, and diligently comparison shopping to secure the optimal insurance coverage at the most competitive rates for our cherished clients.

Gary Pelfrey is the Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. With an impressive track record spanning over two decades in the financial services arena, Gary brings a wealth of expertise to the table. Armed with a coveted Life and Health Insurance license, Gary’s proficiency extends to the intricate realm of Medicare, complemented by his standing as a certified public notary.

In his pivotal role, Gary often assumes the role of the initial point of contact for prospective clients, setting the stage for their financial journeys. His genuine passion lies in engaging with individuals, delving deep into their unique financial concerns and priorities, and ultimately guiding them towards a future marked by financial serenity.