David Kerlin
speaker
189 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
David Kerlin’s voice in public audio — every appearance, attributed to the second.
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Appearances
But we have a local provider, UPMC, that literally has a $5,000 dental benefit in their Advantage plan.
So it's really what the client's needs are is what drives your health care decisions, in my mind.
I can get you the greatest dental plan in the world, but if he doesn't take it, it's not worth anything.
I think the people that just think they only need Medicare A and B, but those people may not necessarily be
be in your audience because your audience is looking at financial responsibilities.
It's the people that don't have the bait, you know, after Medicare A and B and no one sat down with them and explained things to them.
Those are the ones that I kind of, I feel sorry for because they're not aware.
People that, you know, read recent publications about retirement planning are going to be, you know, and especially if they've disciplined themselves to save and prosper financially.
They're preparing for this and my job is to guide them the right way.
Find a local trusted Medicare advisor, you know, someone like myself.
I mean, I sit down with people at kitchen tables, you know, throughout the annual enrollment period.
I work in the central Pennsylvania area.
I don't know where your clients are located at, but, you know.
That's what I would say.
Find a local professional.
Medicare.gov is a great resource, but that's almost too much information that could cause someone to overanalyze it.
Don't overanalyze it.
Supplement advantage.
There's some Medicare supplement differences, a high deductible plan, and there's Medicare savings plans.
It can sign you up for Plan G, and you can set it and forget it.
Showing 121–140 of 189 · page 7 of 10
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