Move Health’s Advisor Advantage Summit Sessions

How to Help Your Clients and Make The Most of Open Enrollment

Save your spot for the sessions below, and stay tuned for additional sessions featuring some of the biggest names in the industry.

What Financial Advisors Need To Know About ACA Marketplace Open Enrollment | Ft. Drew Shockley, CMIP, Move Health Co-Founder & Head of Development

CE Credit Eligible!

Marketplace Open Enrollment is nearly here! The timing and types of changes that can be made are nuanced, allowing advisors to showcase their proactive, planning-oriented services and demonstrate value to clients. This session, hosted by Drew Shockley, CMIP, covers ACA (Marketplace) Open Enrollment and provides an overview of what it is, what it covers, which types of clients are impacted by Marketplace Open Enrollment, and general associated costs (i.e., Premium Tax Credits). With those basics understood, Drew will then explain the many types of modifications that can be made during Marketplace Open Enrollment, running annually from November 1st to January 15th.
Learning Objectives:
- Accurately recall the dates and timelines of the Open Enrollment period for ACA Marketplace coverage.
- Identify changes that are possible during the ACA Marketplace Open Enrollment period.
- Understand the financial impact of not reviewing insurance coverage annually.
- Identify planning opportunities for clients impacted by ACA Marketplace Open Enrollment.
- Understand the changes coming to this year’s enrollment processes as a result of federal regulations and changes.

What Financial Advisors Need To Know About Medicare Open Enrollment | Ft. Drew Shockley, CMIP, Move Health Co-Founder & Head of Development

CE Credit Eligible!

Medicare Open Enrollment is fast approaching! The timing and types of changes that can be made are nuanced, allowing advisors to showcase their proactive, planning-oriented services and demonstrate value to clients. This session covers Medicare Open Enrollment and provides an overview of its pieces and parts, what they cover, and their general associated costs. With those basics understood, Drew will then explain the many types of modifications that can be made during Medicare Open Enrollment, running annually from October 15th to December 7th.
Learning Objectives:
- Accurately recall the dates and timelines of the Open Enrollment period for Medicare.
- Identify changes that are possible during the Medicare Open Enrollment period.
- Understand the financial impact of not reviewing insurance coverage annually.
- Identify planning opportunities for clients impacted by Medicare Open Enrollment
- Understand the changes coming to this year’s enrollment processes as a result of federal regulations and changes.

Digging Deep: How to Use Open Enrollment As A Growth Opportunity | Ft. Jacob Gardner, CFP® and Kyle Kuyat, CFP®, Founders of Defining Wealth

Hear from the two founders of Defining Wealth, one of the fastest-growing firms in the U.S. Jacob Gardner and Kyle Kuyat will share their tips for how to use Open Enrollment for both Medicare and the Affordable Care Act Marketplace as an opportunity to deeply engage with current clients and close with prospects.

Ask the Experts: Live Q&A on Open Enrollment Strategy | Ft. Cole Craven, Move Health Managing Partner & Head of Growth, Hannah Bedwell, Move Health Advisor Success Manager

To end the day with a bang, Cole Craven and Hannah Bedwell will host a live Ask Me Anything to answer all your burning questions about Open Enrollment, Medicare, the ACA, and everything healthcare planning. For advisors who currently partner with Move Health, this is a great opportunity to learn when and how to start client engagements for OEP. For advisors not yet partnered with us, this is a low-stakes way to ask questions about our platform, process, and how Move Health provides a competitive advantage when prospects compare you to other advisors.

Advance Your Practice by Making The Most of Open Enrollment

Register for Move Health’s annual summit to unlock practical ways to advance your practice and turn Open Enrollment, one of the most significant life events on your clients' calendars, into one of your biggest opportunities of the year.