Help Your Clients Navigate Medicare

We promise to give you (at least) one actionable tip that will benefit your clients.

On March 24th Lisa Horowitz is giving a presentation on how Medicare changed in 2021. She’ll also explain new caregiver reimbursements available through Medicaid, how COVID has impacted estate plans, and a new Medicare benefit for advance care planning is available through your doctor.

We’re doing this for estate planning attorneys, financial planners, social workers and caregivers. Healthcare costs are a huge factor in estate planning, but there’s so much complexity and uncertainty around it. Financial models are based on estimates, and highly informed assumptions make for more accurate models.


Here are some things Lisa will cover in her presentation:

  • Review of Medicare
  • Part A changes for 2021
  • Part B changes for 2021 – premium adjustments, new charges
  • Medicare Supplements
  • Part C (Medicare Advantage) – premium changes
  • Part D changes for 2021
  • Coverage for advance care planning conversation
  • New Medicaid coverage for family caregiving

The presentation will be recorded and available if you can’t make it live, but audience Q&A is where you can ask questions and get Lisa’s take. She doesn’t know everything, but she’s seen a lot in her 30 year career and is here for you. She knows a lot about Medicare – a federal program – and Medicaid in New York. Over the next month she’s going to be brushing up on Medicaid in other states to prepare for your questions.

Course Outline

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    Medicare 2021 - What Changed?

    • Live Webinar: March 24, 2021 @ 12pm Eastern

Meet Your Instructor

CLU, ChFC

Lisa Horowitz

Lisa Horowitz, CLU, ChFC, has had her own insurance practice for 29 years. As a highly experienced broker, she specializes in negotiating across many health industry platforms such as life insurance, long term care, Medicare, and all its iterations. In this capacity, she has worked with individuals and families to integrate their insurance needs with every area of life, including retirement, estate planning, building and maintaining small businesses, transfer of property after divorce, or life altering illness. As a result, her expertise also extends to management of long term and end of life care, which includes accumulation and liquidation of estates. Finally she is expert at navigating the worlds of public and private health related benefits. Her resources include partnerships with estate planners, hospitals and facilities, social workers, hospices, attorneys, accountants, financial planners, insurance brokers, gay & lesbian groups, women’s groups, caregiver support groups, and parenting networks.

Live Webinar - March 24th at 12pm Eastern

Join Lisa Horowitz for this professional seminar

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