Financial Professionals Seek Social Security, Medicare, Medicaid Expertise at National Summit

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Social Insurance Summit to Help Advisors Reach Baby Boomers

Social Insurance Summit

Social Insurance Summit

“While these questions – like when to take Social Security – seem basic on the surface, the answers are often quite complicated and can have huge financial ramifications," - Joe Elsasser, creator of Social Security Timing.

Financial professionals from across the United States are beefing up their Medicare, Medicaid and Social Security knowledge at this week’s Social Insurance Summit in an effort to better serve the growing wave of baby boomers reaching retirement age.

While financial professionals traditionally have advised clients on retirement investments, the two-day conference in Omaha, Neb., aims to help them assist an underserved market: middle-income Americans wanting financial guidance on Medicaid, Medicare and Social Security.

“Most middle-income retirees rely on these social insurance programs, so that’s naturally where their questions start,” said Joe Elsasser, creator of Social Security Timing, a summit sponsor. “While these questions – like when to take Social Security – seem basic on the surface, the answers are often quite complicated and can have huge financial ramifications.”

The summit, held Sep. 8 through the 10th at the Omaha Marriott, was created to educate financial professionals on social insurance programs so they can better serve clients, and ultimately to grow their business. Sponsored by companies in the financial and insurance industries, the summit features national speakers, authors and thought leaders on topics such as investment strategies surrounding Social Security, integrating Medicare planning into financial plans, marketing social insurance, supplementing social insurance, and tax issues surrounding Social Security.

Speakers include Elsasser; Rex Voegtlin, a certified financial planner with more than 25 years of experience, including directly working with retirees and near-retirees and providing continuing education to professionals in the industry; Harley Gordon, founder of the Certified in Long-Term Care (CLTC) program and a founding member of the National Academy of Elder Law Attorneys; Dean Barber, creator and host of nationally syndicated radio program “America’s Wealth Management Show” and author of “Retire a Winner”; Brent Burns, principal and co-founder of Asset Dedication and author of “Asset Dedication”; and Dave Cechanowicz, an attorney and investment advisor with decades of experience in estate, retirement and business planning.

The summit is sponsored by Senior Market Sales, Mutual of Omaha, Social Security Timing, Asset Dedication, Finance Logix and Medicare BackOffice.

For more information, visit Follow the summit on Twitter at #SISLive.

About Senior Market Sales, Inc.
Senior Market Sales is a national insurance marketing organization, representing top Medicare Supplement, Medicare Advantage, Annuity, Life, Long-Term Care, and Travel insurance carriers in all 50 states. More than 30,000 independent insurance agents rely on Senior Market Sales for proprietary technology, competitive insurance products, expert training and service to help them leverage their time, make more money and put their business in a position of distinction. Founded in 1982, Senior Market Sales is headquartered in Omaha, Neb. Visit for more information.

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Dan Trumblee
Senior Market Sales
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