Texas-based Empower Brokerage, Inc. teamed up with Oppenheimer & Co. Inc. to ease the transition to Medicare after retirement

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Empower Brokerage teamed up with Oppenheimer & Company to help their retirees transition into retirement equipped with the knowledge to make informed decisions.

Oppenheimer New York

Oppenheimer New York

“I can’t thank you enough for your professionalism, teamwork and especially the presentation for Oppenheimer – what a great fit!” Suzanne Hornak Allen, Account Executive - Oppenheimer & Co.

The fourth quarter of 2019 kicked off a new collaboration between Empower Brokerage and Oppenheimer & Company, Inc. in New York. Oppenheimer is a leading global full-service brokerage and investment bank with over a century of tradition. They have a proud reputation of helping individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, and institutions achieve their financial goals and aspirations. This reputation extends to their staff as well, with the transition to Medicare in retirement.

DeWayne Long, the National Sales Director at Empower Brokerage, along with John Shinn, the Senior Products Specialist, visited a large group of pre-retirement Financial Advisors in Oppenheimer’s New York City location. Launching their initiative at Oppenheimer’s impressive 30-story tower in the Financial District, Shinn and Long provided education on transitioning to Medicare after retirement.

Empower Brokerage sent their two best representatives to meet with Oppenheimer's senior employees so that the attendees had the best chance of receiving thorough and quality information. Between the two of them, Shinn and Long have a combined experience of over 60 years helping people make informed insurance decisions.

Suzanne Hornak Allen, Account executive, said the feedback from participants was positive and they were very appreciative of the information Empower provided. “I can’t thank you enough for your professionalism, teamwork and especially the presentation for Oppenheimer – what a great fit!”

Long and Shinn held three presentations designed to inform and educate Oppenheimer’s pre-retirement employees. Seminar topics include Medicare 101 and available options after leaving group health insurance. Representatives were able to define Medicare, MAPD, PDP, and Medigap; as well as Medicare Advantage versus Medicare Supplement. Attendees were encouraged to ask questions throughout and Shinn revealed there were two common questions. First, should one choose Medicare Part A or Part B if they are still employed at or beyond age 65? Second, if one is ready to retire at age 66, but their spouse is only 62 and will lose insurance, what are the options? Shinn recommends contacting a licensed insurance agent, such as the knowledgeable team at Empower Brokerage.

Shinn says, “We are excited to serve the needs of such a professional and recognized organization. All three meetings were a success and we already have members scheduling appointments for follow-up assistance and advice on Medicare needs.”

Oppenheimer Feedback

Based on comments from Oppenheimer and Empower Brokerage, it seems this is a great match. Both organizations seem pleased with the other because they are able to achieve their objectives together as a team. Empower Brokerage is increasingly helping large organizations, hospital systems, and municipalities with a fresh approach to customer service. Empower Brokerage truly believes that proactivity and honest hard work are the two keys to success.

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William Bronson
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