Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Join us on Wednesday, November 2, 2016

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

Strategies to Help Your Clients Plan for and Protect their Pocketbook from Sky-High Medical Bills in Retirement

Sponsored by:


In this presentation you will learn...

In 2016, the average retiree who hopes to be fully insured for health coverage can expect Medicare and Medigap premiums totaling close to $4,300 per year.  For many clients, the impact of means tested premiums compounded by inflation on Medicare Part B and Part D premiums can significantly impact their ability to maintain their lifestyle throughout retirement.  Understanding how Medicare works and identifying strategies to optimize health insurance coverage while minimizing the impact of medical expenses for our clients will be an increasingly important component to any financial plan.  In this session you will hear from experts and practitioners who will help you:

  • Understand how Medicare works today;
  • What we expect in the future;
  • Identify strategies to reduce the impact of means testing now and throughout retirement; and
  • Help your clients navigate and mitigate the ever changing world of retirement medical care.
  • The Role of Life Insurance & Annuities within a Heath Care Plan

Meet Our Speakers:

Bill Bonk, Bill Bonk Insurance, A Producers Choice Network Affiliate

Bill was born and raised in Connecticut. After graduating Avon Old Farms, he went on to earn a Bachelor’s of Economics degree from St. Lawrence University.

Bill’s professional background began as a Financial Advisor with Paine Webber, now UBS Financial. His focus was with high net worth investors within the senior marketplace.

Bill has over thirteen years of experience with a primary emphasis on annuity portfolio design and management. Bill was the Regional Annuity Director for the Smith Company, a Producers Choice Network Partner from 2003 -2015 and now owns BBIM: Bill Bonk Insurance Marketing, a Producers Choice Network Partner. His unbiased approach towards Fixed and Indexed Annuities has differentiated him in today’s marketplace. Bill is also an active supporter of NAIFA, NAFA, and the FPA.

Christopher Nolty, MBA, AIF®, Chief Sales and Marketing Officer at Jester Financial Technologies

As partner and chief sales and marketing officer, Chris Nolty serves as Jester Financial Technologies’ primary business development strategist. He draws on 15+ years of financial advising experience to elevate Jester’s value proposition within customer audiences—demonstrating how the company’s disruptive technology maximizes their output and, ultimately, overall success. His work has long since established him as an industry expert on healthcare, Medicare, long-term care and retirement cost modeling. He leverages this along with insight into the financial planner’s day-to-day to help strengthen the usability of Jester’s technology: the leading software platform for healthcare cost projections.

He received his BS in Marketing and Management from Fordham University. He also holds his MBA in Finance and Management from Dowling College.

Dan McGrath, Co-Founder Jester Financial

Dan is a visionary entrepreneur and the co-founder and lead educator at Jester Financial Technologies. Further, he is the algorithm architect behind Jester’s retirement health care costs calculations and projections. Through his industry relationships as well as his thorough knowledge of the United States health care system and financial services industry, Dan collects and analyzes data that makes Jester’s technology an industry must-have.

Dan travels the country educating the general public and speaking to thousands of financial advisors about the impact of planning for health care costs in retirement. He has been noted as an expert on Medicare issues and is the author of What You Don’t Know About Retirement Will Hurt You! and Medicare: a practical guide to understanding your health coverage in retirement as well as a regular contributor to

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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