For those turning 65 years of age and/or retiring from an employer-sponsored plan, the Medicare sign-up process can be quite confusing and daunting. I have the experience and knowledge to guide my clients through the "Medicare maze". There are many types of life insurance products to choose from, depending upon the reason for purchasing it. I can conduct a needs-analysis and explain the differences for each option.
As with all the products I offer, I will shop all carriers to find the best premium and situation for you. Long Term Care insurance has become very important in one's financial plan. Purchasing the right product is crucial, as it can be bought in different formats. I can discuss with you what your specific goals are and find the option best suited to your needs.
Having disability insurance can provide a sense of security; knowing that if the unexpected should happen, you'll still receive a monthly income. It is very important to find the right policy and understand the definitions within the policy as they apply to you.
As with all the products I offer, I will shop all carriers to find the best premium and situation for you. Long Term Care insurance has become very important in one's financial plan. Purchasing the right product is crucial, as it can be bought in different formats. I can discuss with you what your specific goals are and find the option best suited to your needs.
Having disability insurance can provide a sense of security; knowing that if the unexpected should happen, you'll still receive a monthly income. It is very important to find the right policy and understand the definitions within the policy as they apply to you.
Services
For those turning 65 years of age, the Medicare sign-up process can be quite confusing and daunting.
I have the experience and knowledge to guide my clients through the "Medicare maze".
I will meet with you to discuss all the important options that are available.
If you are already enrolled in Medicare and need to make a change, I can help.
During this annual period, you are able to change Medicare Advantage Plans and Part D plans.
Additionally, there are special election periods throughout the year.
I have the experience and knowledge to guide my clients through the "Medicare maze".
I will meet with you to discuss all the important options that are available.
If you are already enrolled in Medicare and need to make a change, I can help.
During this annual period, you are able to change Medicare Advantage Plans and Part D plans.
Additionally, there are special election periods throughout the year.
In general, life insurance is a type of coverage that pays benefits upon a person's death or disability.
In exchange for relatively small premiums paid in the present, the policy-holder receives the assurance that a larger amount of money will be available in the future to help his or her beneficiaries pay debts and funeral expenses.
Some forms of life insurance can also be used as a tax-deferred investment to provide funds during a person's lifetime for retirement or everyday living expenses.
As your independent agent, I am dedicated to finding you the right product at the right price to meet your needs while providing excellent customer service.
In exchange for relatively small premiums paid in the present, the policy-holder receives the assurance that a larger amount of money will be available in the future to help his or her beneficiaries pay debts and funeral expenses.
Some forms of life insurance can also be used as a tax-deferred investment to provide funds during a person's lifetime for retirement or everyday living expenses.
As your independent agent, I am dedicated to finding you the right product at the right price to meet your needs while providing excellent customer service.
Long Term Care is a service provided in the form of home health care, assisted living facilities, community care, and as a last resort, nursing homes.
Long Term Care is not just skilled care, which most people associate with nursing homes.
The high cost of receiving Long Term Care can erode your life savings.
With the average stay in a nursing home at 2.9 years, it adds up to an average cost of $241,219 per person or $482,438 for a married couple ("Long-Term Care Insurance: Better Information Critical to Prospective Purchasers, " U.S. General Accounting Office, Sept. 13, 2000).
Long Term Care is not just skilled care, which most people associate with nursing homes.
The high cost of receiving Long Term Care can erode your life savings.
With the average stay in a nursing home at 2.9 years, it adds up to an average cost of $241,219 per person or $482,438 for a married couple ("Long-Term Care Insurance: Better Information Critical to Prospective Purchasers, " U.S. General Accounting Office, Sept. 13, 2000).
Disability insurance helps replace a major portion of your income when you are sick or injured and unable to work.
Some people think of it as "paycheck protection."
Others view it as a way to protect their home since a mortgage payment is often a family's most significant monthly expense.
Having disability insurance can provide a sense of security; knowing that if the unexpected should happen, you'll still receive a monthly income.
If you think about it, everything you have today - your home, car, groceries, savings - basically your lifestyle, depends on your ability to earn an income.
Some people think of it as "paycheck protection."
Others view it as a way to protect their home since a mortgage payment is often a family's most significant monthly expense.
Having disability insurance can provide a sense of security; knowing that if the unexpected should happen, you'll still receive a monthly income.
If you think about it, everything you have today - your home, car, groceries, savings - basically your lifestyle, depends on your ability to earn an income.
Small businesses tend to depend on a few key people, some of whom are likely to be owners or partners, to keep operations running smoothly.
Even though it is unpleasant to think about the possibility of a key employee becoming disabled or dying, it is important to prepare so that the business may survive and the tax implications may be minimized.
In the case of a partnership, the business is formally dissolved when one partner dies.
In the case of a corporation, the death of a major stockholder can throw the business into disarray.
Even though it is unpleasant to think about the possibility of a key employee becoming disabled or dying, it is important to prepare so that the business may survive and the tax implications may be minimized.
In the case of a partnership, the business is formally dissolved when one partner dies.
In the case of a corporation, the death of a major stockholder can throw the business into disarray.
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