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MEDICARE, MEDIGAP, DONUT HOLES

by: LAURA HAWLEY guest: Holland Henderson November 29, 2017
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Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

Guests
Rodney Pyle – Manager at Bay Insurance Brokers Limited
Dee Dee Wright – Homeless Liaison at Polk County Public Schools

In this episode, we discuss the A, B, C’s and D’s of Medicare, long healthy retirement, insurance, and insurance supplements. We will also visit with Rodney Pyle, Manager at Bay Insurance Brokers Limited, to discuss Medicare, Medicare changes, Open Enrollment, Plan “F,” the Advantage Plan versus a Supplement, and much, much more.

Special guest Dee Dee Wright, Homeless Liaison at Polk County Public Schools will join the show to discuss special holiday projects and the impact that the Polk County School Board has on students and families.

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In this episode we cover:

  • Economic Compass (1:03)
  • Welcome special guest Rodney Pyle, Manager at Bay Insurance Brokers Limited, to discuss Medicare, open enrollment, and much more (4:56)
  • Defining Plan “F,” and changes within the coming years (9:24)
  • How Advantage Plans compare to Supplements, and what you need to know (10:20)
  • Veterans benefits and Medicare (16:47)
  • Part “D” Plan and what you should know (22:14)
  • Open enrollment dates and how they may affect the way you shop for insurance (28:10)
  • Visit with special guest Dee Dee Wright, Homeless Liaison at Polk County Public Schools to discuss special holiday projects and the impact that the Polk County School Board has on students and families (35:07)

Tweetable Topics:

People would be really surprised when they look at and compare what the percentage of their equities are to their fixed. – Laura Hawley, CFP®, President at Allen & Company

Look at your portfolio like a pair of tires, things get out of balance. – Holland Henderson, Financial Advisor at Allen & Company

You want to re-shop your prescriptions every year, even if your prescriptions haven’t changed. – Rodney Pyle, Manager at Bay Insurance Brokers Limited

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Rodney Pyle – Manager at Bay Insurance Brokers Limited
LinkedIn – Rodney Pyle

Dee Dee Wright – Homeless Liaison at Polk County Public Schools
LinkedIn – Dee Dee Wright

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...