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Category:
Insurance Planning

Will Healthcare Change As I Transition Into Retirement?

There are a lot of moving parts involved when deciding what health insurance is most appropriate for a client nearing retirement. This is especially true for clients who may not be ready to apply for Medicare.

To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart. It addresses common health insurance-related issues for clients who are evaluating their healthcare options in retirement, including:

  • Medicare considerations
  • Expected retirement age
  • COBRA coverage options
  • Employer-sponsored health plan options
  • HSA coordination
Related Guides
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
Category: Retirement / Decumulation, Insurance Planning
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Category: Retirement / Decumulation, Insurance Planning, General
Will I Avoid Medicare Enrollment Penalties?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Will I Be Enrolled Automatically In Medicare?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
What Issues Should I Consider When Purchasing Long-Term Care Insurance?
Category: Insurance Planning

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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
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— Phillip, an advisor in North Carolina
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
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