We want to be part of your team!

Retirement income and healthcare expenses consistently top the lists of things keeping retirees up at night.  Medicare and Social Security benefit planning is critical to addressing those concerns.  Clients are increasingly turning to their financial advisor for help related to these extremely complex benefit programs.  Boomer Benefit Planning can be your dedicated specialist resource for providing unparalleled guidance to your clients.  If you are not having the conversation, someone else will!

Benefits of hiring Boomer Benefit Planning:

• Expert support for answering all your Medicare and Social Security questions.
• Differentiate yourself as a holistic retirement focused planning practice.
• Clients experience peace of mind in their government benefit decisions.
• Leverage top quality educational events to generate additional business.

Important Information

• Email and phone support is for broad based planning questions or follow up questions related to a referred paid client case.
• Live seminars do not include travel expenses, which will be billed separately.
• Client consult credit can be redeemed in $50 increments at the referring advisor's discretion.  Advisor must notify us at the time of referral.
• Scheduling a live seminar or webinar event is based on mutual availability and requests are prioritized by enrolled service level.