Preparing and saving for healthcare costs in retirement has never been more important. Even though Medicare is the primary source of health coverage for many retirees, it doesn’t cover everything. Premiums are increasing, and coverage is not automatic. From enrollment to premiums, to the choices everyone has to make, Transamerica’s Unlocking Medicare presentation provides an overview of the system to help people get the care they need to maintain healthy, happy lives in retirement.  Please email clientcare@assetsandincome.com to attend in person at our office.  Friends and colleagues are welcome to attend!

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About Our Speaker

Ryan Bertrand, CFP, CLU

Vice President and Managing Director, Advanced Markets

Ryan heads the Advanced Markets department and joined the Transamerica Advanced Markets Group in 2011 with more than a decade of experience in the financial services industry. Prior to joining Transamerica Capital, Inc., Ryan was a director at Jackson National Life Distributors Retirement and Wealth Strategies Group. Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies. Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that can provide assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.

About Our Medicare Expert

Tom Crennen

Tom is a Denver Native, Registered Professional Engineer (Petroleum), Creator of ColoradoHealth.com, the first instant quoting health insurance website started in 1996, Owner ColoradoHealth.com, Inc. (26 years).  He conducts full-service brokerage for Individual, Exchange, Medicare and Small Group Health insurance.  Tom is the creator of ICHRASysytems.com (New type of Group Health insurance using Individual policies) and top 1% Brokerage for Connect for Health Colorado State Exchange.

To RSVP for Zoom click here