JUL 15, 2015 | BY MICHAEL FINKE One of my hobbies is collecting photographs from the retirement brochures handed to clients of financial services companies. My personal favorite genre is the silhouette of a white-haired husband and wife sitting in …

The surprising truth about where, when and why retirees relocate Read more »

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There are two main types of Marketing/Sales events under Medicare regulations – Formal and Informal. 1- Formal marketing/sales events are typically structured in an audience/presenter style with a salesperson or plan representative formally providing specific plan sponsor information via a …

Marketing/Sales Events Under Medicare – Formal and Informal Read more »