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Networking With Financial Advisors 05.11.2009

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The document is a presentation by Christopher Speece offering to partner with financial advisors to help better serve their clients' needs regarding Medicare, Medicare supplements, Medicare Advantage plans, prescription drug plans, and funeral trusts. Speece provides details on these topics and says he will communicate with advisors, provide feedback on clients, and pay advisors 20% referral fees for clients he assists.

Economy & FinanceBusiness
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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
  • 24.
  • 25.
  • 26.
  • 27.
  • 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
  • 34.
  • 35.
  • 36.
  • 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.
  • 39.
  • 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