Jake Whalen: Medicare Educational Seminar

June 24, 2016 7:30 am - 8:30 am

Jake delivers the “A, B, C’s & D of Medicare”—an educational seminar that explains the various parts of Medicare, -- Part A-Hospital, Part B-Doctor, Part C- Advantage Plans, Part D-Prescription Drug Plans(PDP), Medigap (also known as a supplement,) State Pharmaceutical Assistance Plans, and Extra Help from Social Security (known as the Low Income Subsidy)

He explores what types of plans are typically best for certain client profiles and how to help clients avoid the following pitfalls:

  • Overpaying for a plan
  • enrolling in the wrong plan—not suitable for their budget or health needs
  • doing nothing due to confusion which leads to them being non-compliant with the rules—and exposed to liability.

Jake also explores the various enrollment periods and the penalties for not enrolling at the proper time.

Jake has been in the Medicare arena for about ten years. He is a member of the Spring Lake/Brielle Rotary and lives in Manasquan with his wife Jill. He’s a Board officer of the Algonquin Arts Theater in Manasquan and is very active in the arts as a musician and patron.


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