Are you Prepared for Retirement?
Book a Retirement Workshop Meeting - Be Equipped as you Enter this Transition.
It's a 30-minute interactive workshop where you receive personalized, actionable insights from the team that's secured health, wealth and legacy for 250K+ Seniors
What people are saying:
Grace A.
Extremely knowledgeable and cuts through the confusing multiple parts and layers of Medicare. He has helped me for several years now and he has always saved me money on my premiums. Thank you. You are very much appreciated!
Charlie C.
My wife and I have been dealing with them for several years, they makes choosing our health and prescription plans so much easier. We highly recommend them.
Paula H.
They are so nice and helpful. They helped me find what I wanted, knew their stuff, answered all the questions I had. I wish I had found them 2 years ago! Thank you!!!
What you will gain from our Workshop:
Maximize Your
Medicare Coverage
We work with 30+ A-rated companies which free us to give you unbiased comparisons for Medicare Supplements, Advantage, Drug plans, etc. to find you the best price and value for your unique needs.
Protect and Grow
Your Wealth
During the working years, most people's nest-egg is held in company sponsored retirement accounts. While this is great for those years, it becomes more and more at risk as you approach retirement.
Security for Your
Loved Ones
The transition to retirement is the best time to get your affairs in order. This is one of the most overlooked or procrastinated aspects of retirement. This is the time to plan for your family's future once you are gone.
Maximize Your Medicare Coverage
We work with 30+ A-rated companies which frees us give you unbiased comparisons for Medicare Supplements, Advantage, Drug plans, etc. to find you the best price and value for your unique needs.
Protect and Grow Your Wealth
During the working years, most people's nest-egg is held in company sponsored retirement accounts. While this is great for those years, it becomes more and more at risk as you approach retirement.
Security for Your Loved Ones
The transition to retirement is the best time to get your affairs in order. This is one of the most overlooked or procrastinated aspect of retirement. This is the time to plan for your family's future once you are gone.
Book your Retirement Workshop Meeting
We are looking forward to meeting with you for your Retirement Workshop.
Book below to discover your winning strategy.
"Patiently explained options to me"
"They have been great to work with. Patiently explained options to me and helped me find coverage that meets all my needs. I've been able to reach out and get answers when I had additional questions. It's been like talking to a good friend!." - Marge C.
"I can always call them for advice"
"They were very nice and explained everything to me in regards to what Medicare Advantage plan to pick. I hope I never need any expensive medical treatments but if I do I can always call them for advice.." - Susan S.
"Treats us like his own parents"
"My husband and I feel so fortunate to have Stephen manage our insurance needs. We feel like he treats us as he would his own parents. He sifts through all the new info each year and guides us to the best plan. We recommend him to all of our family and friends!." - Mary C.
"Very caring for their clients"
"They're very good at their job and very caring for their clients. I appreciate the kindness and caring." - Eva K.
Frequently Asked Questions
Do we charge for our Retirement Workshop?
No, you don't pay for any of our services. We are compensated by the companies we work with at no extra cost to you.
What’s better Medicare Supplement or Advantage?
There are pros and cons to both. We view Supplements as the better choice for many of our clients but there are several factors that weigh into this choice, such as health concerns, medications, lifestyle, etc.
If I'm already on a Medicare plan can I change outside of the Annual enrollment period?
Most likely. Supplements are not subject to the Enrollment Period and can be change anytime through out the year. Advantage plans can be changed if you qualify for one of many Special Enrollments available.
How could my nest-egg be at risk?
If your nest-egg is in an employer sponsored 401K or similar investment that is tied to the ups and downs of the stock market, your money is at risk. If there is a major downturn like the housing crash of 2008 and COVID in 2020, you could lose a large portion of your nest-egg without time for the market to recover.
How can I secure my family's future?
Depending on your unique situation, we discuss Estate Plans so your assets transfer to your loved ones quickly without the expenses of Probate Court. We also have strategies to leave them with money to cover burial expenses, loss of income, or help while grieving.
If I need help throughout my retirement, will we help?
Yes, once you become a client, you will have year-round, direct access to your agent. While you have access to our entire team, your personal agent will maintain a consistent, close relationship to best serve you in the future. Your agent will reach out every year to conduct an Annual Review to address any changes with Medicare or your financial situation.
