Signing up for Medicare coverage can be a complex and confusing process. The Open Enrollment Period for Medicare begins on October 15 and ends on December 7—and if you don’t choose your plan carefully, you might be stuck with healthcare coverage that is inefficient and/or insufficient for your unique needs until next year’s enrollment period.
We recently hosted a webinar on the most important things to know about Medicare and Medicare Advantage. Telemus Financial Life Advisor Ari Fischman, CFP® was joined by Cary Constant, Ruben Rodriguez, and Kirsten Cook of PKIG, and together, they discussed:
Ari Fischman, CFP® formally joined Telemus in October 2020 as a Financial Life Advisor. Ari has been a part of the financial industry for almost 20 years, specializing in insurance. Prior to joining the Telemus team Ari worked with Telemus as a strategic partner to deliver integrated insurance solutions. This partnership allowed him to help develop customized insurance solutions for Telemus clients. As a Financial Life Advisor, Ari looks forward to being able to offer holistic financial planning and improved investment management solutions to his clients.
ABOUT THE PRESENTER —Cary Constant
Cary Constant has been assisting clients with their insurance needs since 2001. Cary graduated from Michigan State University with a B.A. in English Literature and became a licensed insurance agent shortly after. In 2005, she launched Beechtree Insurance Agency—now part of Phil Klein Insurance Group—with her father. In 2009, Cary became a Dale Carnegie coach and has since written insurance training for some of the nation’s top insurance carriers and agencies. Rather than selling, Cary focuses on consumer education and finding solutions for PKIG clients’ unique needs.
ABOUT THE PRESENTER —Ruben Rodriguez
Ruben Rodriguez is an Executive Risk Manager at PKIG, where he has been helping small Michigan businesses and families since 2014. Ruben has worked as an executive and trainer for many local and national insurance companies and learned that his true passion is working as an advocate for his clients. Ruben is committed to serving his local community by contributing to local events and empowering PKIG’s valued clients to make the right coverage choices.
ABOUT THE PRESENTER —Kirsten Cook
Kirsten Cook is an Executive Risk Manager at PKIG, dedicated to delivering value to clients based upon their individual needs. Kirsten graduated from Eastern Michigan University with a degree in Political Science and Literature. She subsequently graduated cum laude from Detroit College of Law at Michigan State University with a Juris Doctor (J.D.).
Kirsten practiced law in southeast Michigan for 22 years, handling a multitude of cases ranging from personal injury, to auto accidents, workers’ compensation, and disability cases. She witnessed firsthand the financial burden an injury or illness can have on an individual and their family with the loss of income and /or lack of health insurance. Kirsten began her insurance career in 2020 to help clients avoid the financial disaster she witnessed too often. She is dedicated to finding the right financial solution for clients to fit their needs and budget.
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