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Opportunities for Education

May 07, 2018 11:27AM ● By Colleen Callahan

Colleen Callahan

In April, CVS hosted a large, multi-faceted conference in Washington, DC. The content included discussions about the pending merger with Aetna, improving clinical outcomes, formulary structure and strategy, a pilot program targeting early detection of kidney disease, and an expansion of home dialysis. 

Licensed agents representing the Silver Script Medicare Prescription Drug Plans attended a special agent council.  One session addressed those currently part of the Medicare system and methods employed to determine if they stay with an existing plan or if they change during the Annual Open Enrollment period.  Baby boomers are viewed as researchers seeking education, conducting research online, and attending seminars. Roughly 10% of enrollees were labeled “switchers.” Most of them met with an agent and discussed their list of medications, utilization, and changing needs. It was gratifying to see the continued acknowledgement of the value of an agent. For those of you who might be “switchers,” the next open enrollment period starts in October, with all new plans effective in January.

If you are preparing to transition to Medicare or retirement, I would like to suggest a couple upcoming educational opportunities. Dayna Wilson of Keller Williams Real Estate has invited me to join a panel for one of her Savvy Seniors Living Seminars on Wednesday, June 6, from 10 - 11:30am, at the Lafayette Library. The topic will be “How to Pay for Senior Living.”

Additionally, on Monday, June 18, from 10 - 11:30am at the Pleasant Hill Community Center, I will be presenting with Yvonne Ceresa of Edward Jones, a local financial planning expert. Our topics will include “Medicare 101” and “The Basics of Social Security.”

Research and knowledge will help smooth the transition to Medicare.  For those in their 60s, it is rarely too early to plan, but it can be too late, and the mistakes can be costly.

Colleen Callahan, CLU, CASL, LUTCF

[email protected]


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