Medicare and Healthcare Planning Survey

Thank you for taking the time to complete this survey. FPA and United Healthcare have partnered to understand how financial planners are currently navigating Medicare and healthcare planning for their clients.

Your answers will remain anonymous and may inform further education, resources, and support for financial planners on the issues of Medicare and healthcare planning for retirement.

This survey should take about 5 minutes to complete.

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* 1. About what percent of your clients are age 60 or older?

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* 2. Considering your clients who are age 60 or older, how frequently do you hear questions around health insurance coverage or costs during retirement?

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* 3. How do you currently handle health insurance or Medicare-related questions from clients? Please check all that apply.

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* 4. What would be best to make it easier for you to help your clients with Medicare questions? Please check all that apply.

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* 5. If you selected a "trusted referral relationship" above, how important is the agent's ability to offer multiple insurance carriers?

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