Medicare Concepts for Today's Financial Advisors

March 25, 2021
12:00 PM MDT - 1:00 PM MDT
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Virtual presentation


Medicare Concepts for Today's Financial Advisors
with Bruce Lindsay

1.0 CFP CEs
1.0 Colorado Insurance CEs

This program will help advisors understand the Medicare program from the start through the progression through the years, and where we are now. We’ll help advisors understand the road map of Medicare. This will be an open conversation.

 You'll learn about:

  • Baby Boomers – Impact on Medicare?
  • History of Medicare
  • What does Medicare cover?
  • What is IRMAA and why you need to understand?
  • Medicare Part C, Med Supp, PDP, and DSNP


Bruce Lindsay is Market Manager of Colorado Central for UnitedHealthcare. He is responsible for managing the Medicare Solutions portfolio to help seniors live a healthier life.  Bruce is a 12-year veteran of the insurance industry, specializing and leading sales team.  He finds it a privilege to help listen, guide, and teach Medicare beneficiaries their options to ensure they choose the right plan for coverage. 


$0.00 FPA of CO Members

$0.00 Nonmembers, FPA Members, Partners