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Investec Wealth Strategies  

Investec Wealth Strategies

Author: Investec Wealth Strategies

These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over 1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com
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Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)
Episode 17
Monday, 4 October, 2021

You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider?This is the audio version of a blog posted on our website (investecwealth.com) on October 4, 2021. The blog post itself can be found here.Disclaimer:  Information about the ExxonMobil Medicare Primary Option (MPO) is believed to be accurate as of the date of publication, but no guarantees can be made because Plan details are subject to change by the Plan sponsor. Medicare is complex. We recommend you seek the advice of a trusted insurance specialist with expertise in Medicare, Medicare Advantage and Medicare Supplement policies to discuss your personal situation.

 

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