PFP2508. Navigating Health Care Before Age 65

At least one in five workers say they’ve stayed in a job solely for health insurance, with 15% saying they’ve delayed retirement due to insurance. How do you help clients overcome this one huge perceived barrier to getting on with their lives? This session covers the options available and how to piece together a plan to plug the gap between workplace-provided insurance and Medicare, with a heavy focus on HSAs and how they can help.

Learning Objectives:

• Identify which health insurance options are available for early retirees
• Choose savings options that offer the most flexibility for funding healthcare costs
• Compare strategies to keep total costs down based on clients' individual circumstances