Study Group Details


1310: Protecting Yourself Against the Costs of Healthcare in Retirement

Thursday
11:45 - 1:15
Starting June 08
Online

The Baby Boomer population, turning 65, is increasing at a significant rate, and people are also living longer. Therefore, it is vitally important for the 65-plus population to understand healthcare cost components and how to be best positioned to address them.

This course has been designed to address the following issues:

  • Overall understanding of healthcare costs in retirement and circumstances that could impact our ability to weather these costs;
  • A detailed review of all of the components of Medicare;
  • Whether or not a person should consider some form of Long Term Care (LTC) insurance, and if a person has already purchased a policy, does he/she understand how the policy works; and
  • Other potentially valuable products, including different types of life insurance, and different types of annuities which offer features useful for paying for LTC.

This study group meets from 11:45 AM-12:45 PM.

OLLI does not permit solicitation, marketing, or selling of financial products by presenters as part of this study group.


This study group is a repeat
Class Type: Lecture and Discussion
Class Format: Online
Hours of Reading: 1 hr/week

Study Group Leader(s):

Mark Gottlieb

Mark A. Gottlieb, MHA is licensed to offer insurance products in DC, MD, and VA. He is also AHIP and Medicare certified, and also certified by AARP to offer its products to the senior population. Mark is an independent agent approved to sell products from a wide array of well-rated companies, and thus, can offer knowledge of the differences, benefits, and disadvantages between the various policies being offered both for Medicare recipients, those evaluating LTC insurance options, and those considering annuities as a method of protecting assets, generating growth, and guaranteeing features in a tax-advantaged manner. He makes a number of webinar presentations both to senior groups and senior-serving professionals in the DC Metro area.