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Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Welcome! Christopher Speece Better Serve Your Clients Needs by Partnering
Topics of Concern to Your Clients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
My Offer ,[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
I Will ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Biggest Objections ,[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Who am I ,[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
I “grew up” with these products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Who’s on Medicare? (EBD – Elderly, Blind & Disabled) ,[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Parts of Medicare Part A – Hospital, Think “Inpatient” Inpatient Hosp, SNF, Home Health, Hospice Part B – Medical, Think “Outpatient”   Doctor Visits, PCP & Spec, Therapies, Outpatient Surgeries & Procedures, Ambulance Rides, Emergencies & Urgent Care, Xrays, Labs & Diagnostic Tests, DME’s and Preventive Screenings Part C – Medicare Advantage Medicare Moderization Act of 2003 Part D – Think “D” for “Drugs” Prescription Drug Coverage Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Medicare Advantage Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Carriers – MA & MA-PD Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Medicare Supplements ,[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Medicare Assignment ,[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Five Plan Options  (In addition to Base Coverage - Wisconsin Plans) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Sample Quote Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Carriers – Med Supps Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Comparison Chart Mention “Hybrids” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Part D – Prescription Drugs ,[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Part D – Medicare Standard Base Plan Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece No Limit $3,453.75 $2,405 $295 Discounted Retail No Limit Balance $2.40/$6.00 Catastrophic 4 $6,153.75 $0 $3,453.75 Coverage Gap “ Donut Hole” MOOP:  $4,350 3 $2,700 $1,803.75 $601.25 Cost Share 25%/75% 2 $295 $0 $295 Deductible Up to $295 1 Running Total Plan Pays You Pay Name Stage
Part D Tiers Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece 25% - 33% Specialty 4 $50 - $80 Non-Preferred Name Brands 3 $20 - $40 Preferred Name Brands 2 $0 - $10 Generics 1 Co-Pays Drugs Tier
www.Medicare.gov Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Carriers – PDP’s Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Enrollment Periods Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
[object Object],[object Object],[object Object],The Funeral Expense Trust Sources:  1 American Funeral Director, January, 2005 2 International Cemetery & Funeral Association, 2004 Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Market Research ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source:  National Funeral Directors Association Wirthlin Report, 1999 Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Funeral Trust Advantages ,[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Funeral Trust Specs ,[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Best Funding Method Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Sample Ads ANNEX Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Sample Ads SPANO Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Sample Ads Oswald Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Your Clients’ Parents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Senior Care/LIS Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Chronic Conditions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Diabetic Care Coordination Are you required by your doctor to check your blood glucose level at least 1x/day? Brand-New State-of-the-Art Meter Diabetic Supplies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
AAWV – American Association for War Time Veterans ,[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Dual Eligibles Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Ideal Client Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Partner With Me ,[object Object],[object Object],[object Object],[object Object],[object Object],Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax:  800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Thank You! Christopher Speece Better Serve Your Clients Needs by Partnering

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Networking With Financial Advisors 05.11.2009

  • 1. Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Welcome! Christopher Speece Better Serve Your Clients Needs by Partnering
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. Parts of Medicare Part A – Hospital, Think “Inpatient” Inpatient Hosp, SNF, Home Health, Hospice Part B – Medical, Think “Outpatient” Doctor Visits, PCP & Spec, Therapies, Outpatient Surgeries & Procedures, Ambulance Rides, Emergencies & Urgent Care, Xrays, Labs & Diagnostic Tests, DME’s and Preventive Screenings Part C – Medicare Advantage Medicare Moderization Act of 2003 Part D – Think “D” for “Drugs” Prescription Drug Coverage Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 10.
  • 11. Carriers – MA & MA-PD Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 12.
  • 13.
  • 14.
  • 15. Sample Quote Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 16. Carriers – Med Supps Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 17.
  • 18.
  • 19. Part D – Medicare Standard Base Plan Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece No Limit $3,453.75 $2,405 $295 Discounted Retail No Limit Balance $2.40/$6.00 Catastrophic 4 $6,153.75 $0 $3,453.75 Coverage Gap “ Donut Hole” MOOP: $4,350 3 $2,700 $1,803.75 $601.25 Cost Share 25%/75% 2 $295 $0 $295 Deductible Up to $295 1 Running Total Plan Pays You Pay Name Stage
  • 20. Part D Tiers Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece 25% - 33% Specialty 4 $50 - $80 Non-Preferred Name Brands 3 $20 - $40 Preferred Name Brands 2 $0 - $10 Generics 1 Co-Pays Drugs Tier
  • 21. www.Medicare.gov Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 22. Carriers – PDP’s Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 23. Enrollment Periods Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
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  • 28. Best Funding Method Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 29. Sample Ads ANNEX Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 30. Sample Ads SPANO Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 31. Sample Ads Oswald Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 32.
  • 33. Senior Care/LIS Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
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  • 37. Dual Eligibles Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Christopher Speece
  • 38.
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  • 40. Madison 101 Nob Hill Rd., Suite 202 Madison, WI 53713 608-446-2127 Toll Free Phone & Fax: 800.794.2598 [email_address] Milwaukee 17100 W Bluemound Rd., Suite 201 Brookfield, WI 53005 414.386.5007 Thank You! Christopher Speece Better Serve Your Clients Needs by Partnering