Bill Koehler is a Wealth Manager for Kingsview Wealth Management, a Registered Investment Advisor (RIA). He runs Kingsview’s branch office in Babylon, NY, where he serves on the Chamber of Commerce and takes pride in his ties to his local community.
Bill has a passion for education, and he enjoys working with multiple school districts where he has organized a program to help students understand the importance of learning to manage their assets at a young age.
Prior to his career at Kingsview, Bill was a Financial Advisor at Edward Jones, where his dedication to client service helped him double the size of his advisory practice in under 12 months. He also broke the national company record for client results and satisfaction. Prior to beginning his career in financial services, Bill worked as a software engineer and produced code that he sold to a Fortune 500 Internet company. Bill first realized his passion for helping others when he worked on Cablevision’s Business Development team where he ranked in the top 10 percent in the company while developing a customer relationship management tool to help manage current and prospective clients.
When he isn’t at the office using his background in both finance and engineering to help clients solve complex financial planning problems, Bill enjoys spending time with his wife, surfing, golfing, and bowling.
Bill currently holds the series 66, as well as Life, Accident, and Health licenses.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.