Back to ACE Academy 2022 - Nashville

Jae Oh, MBA, CFP®, CLU®, ChFC®

Managing, Principal, GH2 Benefits, LLC

How Medicare Should Be Considered Within Financial Practices

Medicare is a specialized version of health insurance; this is widely known. In addition to a brief overview of Medicare parts A & B, prescription coverage and Medicare Advantage/Medigap, this presentation will focus on the many financial ripple effects that Medicare creates, including Roth conversions and its impact on IRMAA, and how financial professionals need to integrate Medicare within a comprehensive financial practice.


Jae W. Oh, MBA, CFP®, CLU® ChFC® is the managing principal of GH2 Benefits, LLC. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant and a licensed insurance producer in multiple states. He is a nationally recognized Medicare expert, author of Maximize Your Medicare, speaker in person and frequently quoted in local and national media. GH2 Benefits is a full provider of the widest range of financial products and services. Oh has served in management roles in securities markets on three continents. He has a master’s degree in business administration with concentrations in accounting and finance from the University of Chicago, and a bachelor of arts degree in economics and political science from the University of Michigan, Ann Arbor.