May 8, 2026
Building a Client Experience That Truly Sets Your Financial Business Apart
As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t…
There are two ways to obtain Medicare coverage: (1) Original Medicare (Part A hospital insurance and Part B medical insurance), often combined with a Medigap supplementary policy and a Part D prescription drug plan; and (2) Medicare Advantage (Part C), which replaces Original Medicare and often includes prescription drug coverage as well as features similar to those provided by a Medigap policy.
New beneficiaries can choose among these options when they enroll, while current beneficiaries can make changes during the annual Open Enrollment Period from October 15 to December 7 (see chart). Some changes can also be made at other times of the year.
As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t…
IPI Wealth Management Connects You to People, Solutions, and Expertise More than ever, financial professionals are reclaiming control over their…
July 23, 2025 Wealthbox is excited to announce the launch of our AI Notetaker, a powerful new tool designed to…
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