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Navigating Individual Health Care Options for Pre-Retirees

About the Event

We are very excited to have Lisa Adolphson and Jason Francisco from AdvisorNet to present at October's Vector U. Their presentation will focus on individual health insurance topics from HSAs and co-pays to networks and prescription drug coverage. They will dive into pricing and plans and cover enrollment periods, income guidelines, Cobra and more. Retirees and pre-retirees alike may benefit from attending this event.

Media available for download:

Video
Presentation + Audio
Vimeo link

PowerPoint
Presentation (pdf)

Audio
Audio Recording (mp3)

AdvisorNet is a full-service independent Brokerage General Agency. The agency offers a large mix of insurance products across multiple insurance companies and specializes in partnering with independent financial advisers, accountants, and attorneys to advise individuals and businesses on insurance product selection and underwriting.

Lisa has worked in the insurance industry since 1977 and joined AdvisorNet in 2011. Lisa now serves as an Individual Health and Medicare Specialist for AdvisorNet.


Jason's work with AdvisorNet is focused on advising clients and partners on life insurance plans, long-term care coverage, disability coverage, annuities, group health, Medicare and employee benefits.

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September 27

Vector U: The Importance of the Sequence of Returns in Retirement

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November 15

Changes to Your 2019 Medicare Plan