Inheritance Planning Made 123Easy
Welcome to Inheritance Planning Made 123Easy, where father-son duo David and Ian Schaeffer bring a family-centered approach to inheritance planning, retirement security, and building legacies that last. As part of American Retirement Advisors, David and Ian have helped countless families protect what matters most and ensure that what they’ve built is preserved for generations to come.
In each episode, they’ll walk you through the essential steps of inheritance planning, from organizing vital documents to protecting assets, minimizing taxes, and communicating family values and goals. With a focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process.
David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join them as they discuss the plans David is putting in place for Ian, his sister, and granddaughter, sharing personal stories and expert insights to help you make confident decisions for your loved ones.
Whether you’re just starting your inheritance planning journey or refining an existing strategy, Inheritance Planning Made 123Easy offers clear guidance, real-life examples, and practical advice at every stage. Ready to take the next step? Tune in, and let’s make inheritance planning simple, supportive, and family-focused!”
Inheritance Planning Made 123Easy
S1E63 August 2021 Success Story
S1E63 Big move out of state?
In this week’s success story, we take a dive into a client's successful move from one state to another while keeping all the same great benefits they grew to know and love with their current Medicare plan!
Important information:
Workshop Schedule and Registration: www.123EasyMedicare.com
Call the office: 602-281-3898
Email Adam: Adam@AmericanRetire.com
Do you have a big move out of your county or even state coming up? You’ll probably be eligible for a Special Election Period to select a new plan in that area! Find out all about it this week, on 65 and Counting!
Welcome back, everyone! This week we’ve got Mr. Edge coming back on the show to share with us the story of Sharon and Greg who’s big move came with some big options! I won’t give any more of the story away, I’ll pass right over to Mr. Edge to tell us all about it!
Preventative Research
Sharon and Greg called to tell us that they were moving and provide us with their new home address. Our Customer Care staff member quickly pointed out that they also needed to notify Social Security and Medicare of their new address and provided them the contact information to make the changes. Our clients were also made aware that since they were changing counties, they would lose their current Medicare coverage.
“But we love our Medicare Advantage plan,” Greg exclaimed. So, Customer Care secured an appointment for them to explore all the available options for plans in their new county with one of our advisors.
I was delighted to meet with Sharon and Greg, who quickly repeated their desire to keep their current plan however possible. Unfortunately, Medicare Advantage plans can be geographically sensitive, and a plan available in one county does not mean it will be available in another county. Though they were disappointed to hear that, we continued to review what was available in their new location and specific to their needs.
While Maricopa County currently has over 60 Medicare Advantage plans available to pick from, their new county was in a more rural area, and only 16 plans were available to choose from.
I let them know they can always switch back to a Medicare Medigap and a Part D drug plan to use any doctor anywhere. Still, they insisted that they wanted a plan with the $0 monthly premium that was all-inclusive like their current Medicare Advantage plan. “We also still want a plan that will include dental and vision,” Sharon was quick to add.
After a thorough review of all available plans, we were pleased to find a plan that had almost the same benefits as their plan in Maricopa County!
“What a relief!” Sharon stated. “Doing this preventative research was great!” “Yeah, we thought we could just move and keep our current plan. We had no idea we would have to switch,” added Greg. “As usual, you guys made this so easy,” included Sharon.
As I hear this several times a day, there’s an easy retort! “Making things 1,2,3, Easy is what we do!”
Wow! So even though Sharon and Greg moved out of their plans service area, they had a chance to sit down and go over all the plans in their new ZIP code and thankfully found one there with almost the exact same benefits as the plan they currently have! So happy we were able to help.
So, if you plan on moving out of state, don’t forget to let us know and have a Certified Medicare Planner of your own take a look at ALL your options. You don’t have to do it alone!
Great success story this month, Mr. Edge! Don’t forget to give this video a little thumbs up so you get notified when new episodes come out, follow our page, and share with all your friends, but most importantly, have a great week!
