Articles of Interest

Prescription bottles, medications over dollar bills with a stethoscope on top

Oct 15, 2020

Medicare Enrollment Period Is Here!

It is the 2021 Medicare Enrollment season. For the next 53 days anyone who has a Medicare HMO, PPO, POS or Prescription Drug plan can change their plan for 2021.

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Close up of man's hand using a pill holder to organize daily medications and vitamins

Oct 2, 2020

Drug Tier Basics

As we inch closer to the Medicare Annual Enrollment Period, it is important to truly understand the different Medicare drug tiers and what they mean.

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Senior citizen woman outside in autumn with her beagle dog

Sep 18, 2020

Be Ready for Medicare's Annual Enrollment Period (AEP)

Even if your situation has had little changes or no changes at all, it is always best to review your options every year. Being prepared for AEP can ensure you have the best plan for your needs.

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Senior packing a box at his work desk

Sep 11, 2020

I Lost My Job - How Do I Get Health Insurance?

If you lost your job in this time of COVID, you may be worried about how you will get health insurance. If you already have Medicare Part A, you might have even more questions.

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Grandparents holding baby grandson

Sep 4, 2020

When is the Right Time to Buy Life Insurance?

Buying life insurance is something that many people tend to push off at which point it becomes costly or is too late. So when is the right time to buy life insurance?

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Senior couple discussing Medicare options

Aug 25, 2020

Now is the time to review your Medicare Advantage Plan

Just 5 weeks from now if you are in a Medicare Advantage plan, you will receive your Annual Notice of Changes (ANOC).

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Medicare Planning/Health

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
  • Final Expense
  • Recovery Care / Post Hospital

Retirement Planning

Setting aside funds to provide deferred income benefits at retirement.

  • Rollover IRA
  • ROTH IRA
  • Traditional IRA
  • SEP
  • CD Alternatives

Insurance Planning

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation