Medicare Coverage
Medicare Educational Session
June 25, 2024 from 10:00 am - 11:00 am CT
Most people find Medicare confusing and there is a lot of misinformation in the market to add to the confusion. Come learn from our Medicare team who take an advocacy approach to helping individuals evaluate their options and better understand what is best for their personal situation!
About the speakers
Rich Potvin
Licensed Insurance Agent, Medicare & Individual Insurance
Rich brings over 25 years of experience in the financial industry to the firm, specializing as a Licensed Medicare and Individual Health Insurance Agent. His role involves delivering top-tier support to individual clients, assisting them in identifying and securing personalized insurance solutions tailored to their specific needs. Rich also plays a crucial role in the Transition program, guiding individuals through insurance options following employment separations.
Rich holds a bachelor’s degree in Business Administration from the University of Wisconsin-Eau Claire. Prior to joining the firm, he was a lender at various financial institutions, consistently providing exceptional service to his clients.
Outside of his professional endeavors, Rich is deeply involved in community service. He serves as a board member for Kinship, Inc. and is Board Chair for Crosswalk Community Church in Frederic, WI, and Treasurer for the Frederic Chamber of Commerce. Rich resides with his wife in Frederic, where they enjoy outdoor activities such as tandem bicycling, kayaking, and gardening. They cherish time spent with their friends and family,
Rich is a Licensed Insurance Agent in Wisconsin, Minnesota, and Illinois.
Strengths: Learner, Deliberative, Consistency, Connectedness, Belief
Predictive Index Profile: Craftsman
Fun Fact: Rich loves to kayak, paddleboard and enjoy the North Shore!