Schedule of Events

October FPA SOCO / Virtual Meeting



  • Friday Oct 30, 2020
  • Start Time: 12:00PM
  • End Time: 1:00PM
  • See meeting invite for Zoom access link!

Time: Friday, October 30, 2020 12:00 PM Mountain Time (US and Canada)
Topic: Medicare Concepts For Today’s Advisors

Learning Objectives:

  • Learning Objectives:
  • History of Medicare
  • What does Medicare cover
  • When do clients sign up for Medicare
  • What do your clients pay for Medicare
  • Beyond Medicare – Part C & Part D
  • Medicare Advantage
  • Medicare Supplemental
  • Helping w/ Pro Bono -Making a difference in the community we serve
  • Have a Plan with your Medicare customers

 

CE Credit:  This program does not qualify for CFP CE Credit

Speaker: Bruce Lindsay–

As Market Manager of Colorado Central for UnitedHealthcare, Bruce Lindsay is responsible for managing the Medicare Solutions portfolio to help seniors live a healthier life.  Bruce is an 11-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.  Bruce earned a BS degree at the University of Wisconsin-Platteville. As Market Manager of Colorado Central for UnitedHealthcare, Bruce Lindsay is responsible for managing the Medicare Solutions portfolio to help seniors live a healthier life.  Bruce is an 11-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.  Bruce earned a BS degree at the University of Wisconsin-Platteville.

 

Join Zoom Meeting by clicking on the link in the email sent October 25th before the event starts at 12pm!