Episode 215: Empowering Financial Advisors: Solving Medicare Challenges and Simplifying Health Insurance

Discover how cutting-edge technology is revolutionizing health insurance and Medicare planning, helping financial advisors bridge a critical gap for their clients facing retirement decisions.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Drew Shockley, Co-Founder & Head of Development at Move Health, who shares insights from his 20 years of experience transforming health insurance and Medicare planning for early retirees and financial advisors nationwide. With a background in building successful insurance companies and launching MoveHealth’s innovative software platform, Drew explains how technology is making complex healthcare decisions easier. Learn how his approach is helping millions of people confidently prepare for retirement, while also strengthening client-advisor relationships.   Key Takeaways: → Learn why health insurance planning is frequently overlooked during retirement planning.  → Understand the challenges financial advisors face when guiding clients through health insurance options. → Hear how closing the feedback loop between clients and advisors improves ongoing health plan management. → Explore how meeting health insurance needs affects client retention and satisfaction. → Recognize the importance of using proactive health planning tools in today’s changing retirement environment.    Drew Shockley is the Co-Founder and Head of Development at Move Health. Originally from East Tennessee, Drew relocated to Indiana for college and has remained there ever since. He began his career in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest healthcare insurance carriers. Over the past 20 years, Drew has trained thousands of agents in the health and Medicare space, equipping them to better serve their clients with confidence and clarity. A serial entrepreneur, Drew has also been a founding member or investor in three successful startups within the healthcare industry, demonstrating a consistent track record of innovation and leadership. Connect With Drew:   Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices