Events

financial-planners

How to Streamline Helping Clients with Medicare

August 12, 2020 at 4pm

Help Clients Make the Right Medicare Choices and Avoid Common Mistakes!

Preserve your fiduciary responsibility to your clients while giving them peace of mind that their Medicare needs are being met. 

Confidently offer solutions on Medicare to your clients, without being an expert, and without a substantial commitment of time, knowing this important financial issue is being handled by an independent specialist and at no cost to anyone.

I have extensive experience working as a trusted resource with individuals and their Financial Planners, implementing Medicare solutions to meet clients' changing needs

Benefits of a Partnership

  • Improve client retention. If you are not helping clients with this issue, they are likely getting assistance from someone else (maybe a competitor)
  • Have a third-party specialist available to you at a moment’s notice; one that advocates for your value as a comprehensive advisor.
  • Be a hero without doing the work!

Partnership allows your client to always have a positive outcome to the Medicare challenges they face.

I look forward to sharing with you the basics of Medicare and more, arming you with confidence when talking to your clients about health care in retirement decisions. If you are unable to attend or would like to have a one-on-one conversation directly with me, email me at mark@emeraldmedicare.com or call me directly at (845)358-1220.

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued

When: Wednesday, August 12, 2020 - 4pm
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

veterans

You can have both Medicare and VA Benefits at the same time!

As a Medicare-eligible Veteran, you have options when it comes to healthcare. Mark can help you understand how to get the most out of your benefits at the lowest cost possible

      During this webinar we will discuss many topics including:

  • Are you getting all health care coverage from the VA?
  • How can these 2 coverages work together?
  • Do you use VA services at Local health care centers?
  • Are you registered with the VA health care system
  • Have you received care outside the VA system?
  • Have you been means tested by the VA (income)
  • Do you have Tri Care for Life?
  • Knowing what VA or Medicare plan you currently have, is vital.
  • What is your disability rating?

Mark's father served in WW II in the Army in the Central Pacific as a sergeant for several years. He also has three uncles served proudly as well.  It is Mark's passion and focus to serve our Veterans to make sure they receive the benefits they are entitled to at the lowest cost possible.  

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

 

When: Wednesday, August 12, 2020 - 6:00 pm
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

medicare-sales

3 Often Overlooked Reasons to Leverage Medicare

August 14, 2020 at 10am

Discover Ways to Increase Your Medicare Sales

You are invited to our webinar where we will explore opportunities hidden in the widely lucrative Medicare world. Discover the secrets to increasing your income by offering more products to build your book and expand your outreach, niche or markets

 

   During this webinar we will discuss:

  • Market yourself in a new way, be more efficient with you current book and generate more money for YOU! 
  • Learn how leading with Medicare changes the game in client acquisition!
  • Find out why Medicare also allow you to become more highly referable.

Not able to attend? Email mark@emeraldmedicare.com or call (845)358-1220 and have a one-on-one conversation directly with Mark.

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

 

 

When: Friday, August 14, 2020 - 10 AM
Where: Your home or office!
Host: Mark Brownstein
Phone: 845-358-1220
 

medicare-sales

Using Medicare to Leverage, Retain and Attract Clients

August 18, 2020 at 4pm

You are invited to our webinar where we will explore opportunities in the widely lucrative Medicare world.  Gain the knowledge to market yourself in a new way to your current book and build the confidence to expand to new clients. 

 

       During this webinar we will discuss:

  • Market yourself in a new way, be more efficient with you current book and generate more money for YOU! 
  • Learn how leading with Medicare changes the game in client acquisition!
  • Find out why Medicare also allow you to become more highly referable.

Not able to attend? Email mark@emeraldmedicare.com or call (845)358-1220 and have a one-on-one conversation directly with Mark.

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

 

 

When: Tuesday, August 18, 2020 - 4PM
Where: Your home or office!
Host: Mark Brownstein
Phone: 845-358-1220
 

financial-planners

How to Streamline Helping Clients with Medicare

August 20, 2020 at 6pm

Help Clients Make the Right Medicare Choices and Avoid Common Mistakes!

Preserve your fiduciary responsibility to your clients while giving them peace of mind that their Medicare needs are being met. 

Confidently offer solutions on Medicare to your clients, without being an expert, and without a substantial commitment of time, knowing this important financial issue is being handled by an independent specialist and at no cost to anyone.

I have extensive experience working as a trusted resource with individuals and their Financial Planners, implementing Medicare solutions to meet clients' changing needs

Benefits of a Partnership

  • Improve client retention. If you are not helping clients with this issue, they are likely getting assistance from someone else (maybe a competitor)
  • Have a third-party specialist available to you at a moment’s notice; one that advocates for your value as a comprehensive advisor.
  • Be a hero without doing the work!

Partnership allows your client to always have a positive outcome to the Medicare challenges they face.

I look forward to sharing with you the basics of Medicare and more, arming you with confidence when talking to your clients about health care in retirement decisions. If you are unable to attend or would like to have a one-on-one conversation directly with me, email me at mark@emeraldmedicare.com or call me directly at (845)358-1220.

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued

When: Thursday, August 20, 2020 - 6pm
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

medical

Tips for those turning 65 or heading for Retirment

August 27, 2020 at 4pm

During this webinar we will discuss many topics including:

  • Medicare Overview
  • Coverage of medical services and drugs
  • What are the parts of the Medicare program (Parts A to D)
  • What is traditional Medicare (Part A & B)?
  • Medicare Advantage Plans - common benefits and costs
  • COBRA and HSA rules
  • Understand the relationship between Medicare and Long Term Care (LTC)

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

When: Thursday, August 27, 2020 - 4:00 PM
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

retiring

Straight Talk about Medicare

August 27, 2020 at 4pm

During this webinar we will discuss many topics including:

  • How and when to enroll in Part A & B
  • How does Medicare work with your employer health insurance
  • How to cover medical expenses that traditional Medicare does not cover
  • Why is the out-of-pocket maximum so important?
  • Why reviewing your plans annually is to your benefit
  • Medi-gap vs Medicare Advantage

 

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

When: Thursday, August 27, 2020 - 4:00 PM
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

human-resource

Join Mark the third Wednesday each month for a webinar

 

How to support your employees regarding Medicare if they are turning 65 or retiring

 

 

        During this webinar we will discuss:

  • How does an employee transition to Medicare
  • What is the “best” timing to get onto Medicare?
  • When and how to enroll in Part B?
  • What are Medicare parts A, B, C, and D?
  • What is included in a supplemental plan?
  • How does COBRA and Medicare work?
  • When is Medicare primary and secondary? 
  • What are the potential health benefit savings by being on Medicare?

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

 

 

When: Wednesday, September 16, 2020 - 11am
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

retiring

The Road Map to Medicare

September 24, 2020 at 6pm

During this webinar we will discuss many topics including:

  • How and when to enroll in Part A & B
  • How to "fill the gap" to reduce out of pocket cost
  • Understand the various Medicare options and state wide plans
  • How to cover medical expenses that traditional Medicare does not cover
  • What are state pharmaceutical assistance programs and how can they work for you?

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

When: Thursday, September 24, 2020 - 6:00 PM
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

medical

Finding the right Medicare plan requires careful consideration

September 24, 2020 at 6pm

During this webinar we will discuss many topics including:

  • Knowing when, how and who need to enroll
  • Understanding the various plan options at age 65 or retirement
  • How does the state pharmaceutical plans (EPIC/PAAD/PACE) work and what are the benefits?
  • What is the difference between Medi-gap and Medicare Advantage plans?
  • COBRA and HSA rules 

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

When: Thursday, September 24, 2020 - 6:00 PM
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

human-resource

Health Insurance and Medicare options for employees 65+

 

How to support your employees regarding Medicare if they are turning 65 or retiring

 

 

        During this webinar we will discuss:

  • Discussion on employee choices for health care insurance at age 65 or post 65 and retired
  • What are the rules around Part A and a HSA plan?
  • Compare your group coverage or retirement health care coverage to Medicare
  • What are companies premium costs for an employee and spouse
  • Review current plan co-pays, deductibles, and out-of-pocket maximums as compared to available Medicare choices 
  • Overview of the various supplemental plans available in your state and county. 
  • Offer a resource to your employees to find the coverage that best suits their budget and health care needs

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

 

 

When: Wednesday, October 21, 2020 - 11am
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220
 

retiring

Medicare planning for today

October 22, 2020 at 4pm

During this webinar we will discuss many topics including:

  • A simple explanation of how and when to enroll in Parts A & B
  • Medi-gap vs Med Advantage
  • Review Medicare dates, deadlines and other confusing terms
  • How to cover medical expenses that traditional Medicare does not cover
  • Learn how to make an informed decision for prescription drug coverage

These events are for educational purposes only, no plan specific benefit information will be shared. For accommodations of persons with special needs at the meeting, please call (845)358-1220 TTY 711.

Mark Brownstein is the Director of Medicare and Risk Managment for Emerald Medicare.  He is a trusted independent and dedicated provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, CPA's, tax professionals and Financial Planners implementing Medicare solutions to meet clients' changing needs.  His passion is working with seniors by providing insight and education on a topic that has value and is valued.  

When: Thursday, October 22, 2020 - 4:00 PM
Where: Your home or office!
Host: Mark Brownstein
Phone: (845)358-1220