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Demystifying Medicare Planning: Your Gateway To Exceptional Service And Leads

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Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they unravel the intricacies of Medicare supplement plans. Learn how to differentiate between Medicare parts and plans, debunk common misconceptions, and understand the crucial differences between Medicare Advantage and Supplement options. Whether you're new to Medicare planning or looking to enhance your expertise, tune in to learn how to use these conversations and strategies to generate new leads and better serve your existing clients.
Resources:
C2P Advisors Only
Statistics:
🖥 *Advise Better, Earn Better, Live Better with C2P Enterprises*
💬 Did you enjoy this video? Share with your network and tag us on social!
📲 *Follow C2P Enterprises on social media*:
✅ Subscribe to C2PEnterprises now! / @C2PEnterprises
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We Don’t Just Care About Financial Advisors — We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success.
Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless.
For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business.
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🎧 For more episodes of our podcasts, visit:
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📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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#C2Pods #investing #wealthmanagement #investmentmanagement #stockmarket #investmentmanagement
Resources:
C2P Advisors Only
Statistics:
🖥 *Advise Better, Earn Better, Live Better with C2P Enterprises*
💬 Did you enjoy this video? Share with your network and tag us on social!
📲 *Follow C2P Enterprises on social media*:
✅ Subscribe to C2PEnterprises now! / @C2PEnterprises
---------------
We Don’t Just Care About Financial Advisors — We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success.
Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless.
For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business.
---------------
🎧 For more episodes of our podcasts, visit:
---------------
📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
---------------
#C2Pods #investing #wealthmanagement #investmentmanagement #stockmarket #investmentmanagement