Terence Martin

Episode 112: Medicare ABGFs with Terence Martin

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Healthcare typically is the biggest expense facing retirees. However, can you help your clients navigate the complexities of Medicare, Medicare Advantage and Medicare Supplement plans? I’m sure we will all get a lot of questions from clients as open enrollment begins in a few short weeks. To get a little smarter on the topic, we invited an expert on the industry to our show.  Terence Martin, Head of Life, Annuities, and Healthcare Research at Conning joins us today to talk about consumer choices and macro industry trends in the senior healthcare market.

Also, do you want to get regular updates on news from Terry Martin and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

Links mentioned in this episode

https://www.conning.com/insurance-research

Thank you to our show sponsor, The Index Standard!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 112: Medicare ABGFs with Terence Martin
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