40. What other educational seminars related to benefits, Medicare planning, and/or Social Security planning are you prepared to offer? • As a full-service brokerage firm, we are capable of offering custom tailored educational information to all types of employees and industry. Some of the resources we utilize to promote these programs include: o Open enrollment meetings o Brainshark – AI educational videos on current benefit offerings o Mid-year benefits review – Host virtual or in-person meetings to discuss any issues, roadblocks or pain points that employees are facing with their current benefit plans. • Yates has designated Medicare specialists on hand to assist employees and their families in navigating the complexities of Medicare and the transition from private insurance into Medicare eligibility. Some of the pieces of Medicare our team can assist with include: o Providing guidance on types of Medicare and their specific coverages o Supplemental/gap plan options o Part D prescription drug coverage questions o Questionnaire assistance o Coordination of coverage with other insurance/primary vs. secondary payer
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