Gordon Marketing · Resources
Client Marketing Pieces, ready to send.
Struggling to find what to send to your clients this month? We’ve created these materials to help you stay in touch with and educate your clients. You can thank us later.
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MATERIALS
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MEDICARE & VACCINES
Medicare Part D covers vaccinations recommended by the CDC.
Certain vaccinations fall under Medicare Part B.
Switching Plans Because Of Food Cards
Client wants to switch plans for an extra $50 on their food.
Three ways to handle it.
2026 Social Security Wage Cap Hits $184,500
Client wants to visualize the wage cap, max SS tax and max benefit (FRA). This graph lets them see how those have changed over the last 3 years.
Medicare Covers These Screenings at 100% If You Do It Right
Many people get surprise bills because the visit was coded as
diagnostic instead of preventive. Here’s how to protect yourself.
Things That Can (But Don't Always) Trigger Medicare IRMAA
A list of things that can trigger Medicare IRMAA with the caveats listed.
Original Medicare is NOT a PPO
Understand the differences between Original Medicare and PPOs/HMOs.
Medicare Trial Right Periods
Trial Right Periods allow Medicare beneficiaries to switch from an Advantage plan to Original Medicare and a Medicare Supplement plan without.
The Marriage Tax Penalty in Retirement
Two single retirees can earn $50,000 in provisional income before any Social Security is taxed. A married couple hits that wall at $32,000.
Medicare Advantage VS Medicare Supplement
Easy to read graphic of the differences between Medicare Advantage Vs Medicare Supplements.
COBRA & Medicare: Know the Difference
Understand your options! COBRA before 65 is a bridge to Medicare, while taking COBRA at 65 is at risk of late enrollment penalties.
Is Med Supp + Medicare Savings Program Possible?
Which MSP your client has changes everything about the Medicare Supplement conversation.
Social Security Survivor Benefits: How the one check rule works
How the One-Check Rule works.
Every Part of Medicare Explained in 1 Image
4 parts. 10 lettered supplement plans. Here is what each one does.
Moving States Could Save You Thousands Every Year
Break down which states have low or flat income taxes, which states have high income taxes, and what the forecasted trends are.
TOD Deed vs Lady Bird Deed vs Revocable Trust
Three tools that avoid probate for your home. Different states, different rules, different costs.
What Counts as Income for Medicare IRMAA (and what doesn't)
IRMAA uses your MAGI from 2 years ago. One dollar over $109,000 triggers the first surcharge.
Retiring Before 65? 4 Decisions in the Gap Years
The years between your last paycheck and Medicare are called the gap years. Each one carries a decision that compounds.
Your SS statement has 4 numbers that matter
Most people check their age 62 estimate and stop. The other three numbers change your retirement plan.
Using your HSA to pay for Medicare
The benefits of using your HSA and important rules to follow.
Question: Social Security SSA Cant Start
This is a great resource for your social media. Post the answer in the caption or tell them to reach out to you for the answer.
When Claiming SS Early is the Right Decision
Claiming at 62 with FRA 67 reduces your benefit by 30%. For some people, that is still the right call.
The $37,000 Roth Conversion Tax Trap
IRMAA gets the attention. The tax bracket jump costs 6 times more.
How different retirement income sources are taxed in 2026
Not all retirement income is treated the same. Here is what the IRS taxes, what it does not, and at what rate.
How IRA withdrawals impact your social security taxes
IRA distributions do not reduce your benefit check. But they can make up to 85% of it taxable.
How all 50 states tax ira and 401(k) withdrawals in 2026
State income tax treatment of traditional retirement account withdrawals varies widely depending on where you live.
Social Security Break-Even Math
The numbers and what they actually DON’T tell you.