Brian McArthur's Linkedin Analytics

After 15 yrs of wholesaling annuity and LTC products, and a chance encounter on a freeway shoulder that took a life in front of me, and could’ve taken others including my own, I was forced to pivot. Eyeballs-deep dealing in Post Traumatic Stress from watching a young man die who I’d been running toward to try to help seconds earlier, I had to choose a new career path. Careful to not abandon everything I enjoyed about wholesaling, I took inventory of who I’d met, and contemplated what I THOUGHT I knew, and set out to deliver a unique result for financial advisors in an area that they were reluctantly overlooking. That was the genesis for The Medicare Execution Process ™. I suspect I now guide more high net worth clients through Medicare annually, under the watchful eye of each client’s financial advisor, than anyone else in the United States. As a speaker in the financial services industry, I know of no one else who has enrolled over 1000 High Net Worth Clients into Medicare. Medicare is THE most overlooked part of most financial advisor’s financial planning process. Sharing from experience rather than theory, I want every financial advisor to know what an amazing opportunity Medicare Planning is to demonstrate leadership at a time when clients expect their help the least, but appreciate it the most. If you’d like to understand more about The Medicare Execution Process™ and how hundreds of financial advisors across the USA use it to enhance their value to their clients, kindly email me first at [email protected] I'm available for speaking engagements. I've spoken to groups at Wells Fargo Advisors, UBS, Merrill Lynch, and Morgan Stanley, and I’ve been featured on TV broadcasts talking about the importance of Medicare planning in the financial planning process. Website: DesignMyMedicare.com Speaker Profile: https://www.rmaconnect.com/speakers-and-trainers/brian-mcarthur/