Access the Medicare screen by selecting the intended client and navigating to Retirement > Medicare.
To begin understanding what Medicare path is best for the client, three key questions are presented: What are their location, health and what is their risk considerations?
To begin understanding what Medicare path is best for the client, three key questions are presented: What are their location, health and what is their risk considerations?
Based on the answers to these questions, either a blue check mark or a red "x" will appear on the right side of the question box. The blue or red indicates whether the proposed Medicare option is a good fit for the client.
Select different Medicare options in Action Items. The drop-down box under the Proposed Medicare Choices section lists possible options.
