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Dan M.

Windham, NH

$35/hr

Medicare Specialist

Medicare Specialist

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I'm a Medicare Specialist with over 20 years of financial experience ranging from constructing financial plans, wholesaling products such as Manged Money & Annuities and home mortgage advice.

Currently, I am the Director of Healthcare Funding Strategies at HVS Financial, a firm dedicated in helping Baby Boomers and retirees determine what their healthcare will cost them and how it will impact their financial future.

My responsibilities range from designing class work for financial professionals to training not only these financial professionals but also to anyone who is interested in learning how Medicare and finances are intertwined in retirement. I like to tell those interested in the subject of retirement that "what they don't know will definitely affect you."

My background includes working with Centers of Medicare & Medicaid Services (CMS), training with Medicare Advocacy and America's Health Insurance Professionals (AHIP), publishing numerous articles and publications on the topics of Medicare and healthcare in retirement and recently co-wrote a module in A View Across the Silos, the textbook used for the Retirement Management Analyst designation at Boston University.

Business:
Finance
Corporate Training:
Finance

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

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Education

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Hourly fee

Standard Hourly Fee: $35.00

Cancellation: 6 hours notice required

Travel policy

Dan will travel within 30 miles of Windham, NH 03087.


About Dan

I'm a Medicare Specialist with over 20 years of financial experience ranging from constructing financial plans, wholesaling products such as Manged Money & Annuities and home mortgage advice.

Currently, I am the Director of Healthcare Funding Strategies at HVS Financial, a firm dedicated in helping Baby Boomers and retirees determine what their healthcare will cost them and how it will impact their financial future.

My responsibilities range from designing class work for financial professionals to training not only these financial professionals but also to anyone who is interested in learning how Medicare and finances are intertwined in retirement. I like to tell those interested in the subject of retirement that "what they don't know will definitely affect you."

My background includes working with Centers of Medicare & Medicaid Services (CMS), training with Medicare Advocacy and America's Health Insurance Professionals (AHIP), publishing numerous articles and publications on the topics of Medicare and healthcare in retirement and recently co-wrote a module in A View Across the Silos, the textbook used for the Retirement Management Analyst designation at Boston University.

Education

N/A

Education

N/A


Tutor Policies

Cancellation
6 hours notice required
Travel Radius
Travels within 30 miles of Windham, NH 03087

Dan’s Subjects

Business:
Finance
Corporate Training:
Finance

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.


Background Check Status for Dan M.

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