Customized Strategies to Protect What Matters Most
Link to: Medicare Plans
Medicare Plans
Original Medicare (Part A & Part B) doesn’t pay for everything. Medicare plans are offered by private insurance companies and designed to reduce your out-of-pocket costs. They can also provide additional coverage beyond Original Medicare for things like dental, vision and prescription drug coverage.
Link to: Long-Term Care Plans
Long-Term Care Plans
Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility.
Link to: Life Insurance Plans
Life Insurance Plans
Life insurance provides a tax-free lump sum of money to loved ones in the event of death, allowing them financial protection and the ability to maintain their standard of living as they continue toward their financial goals. It’s a value asset that gives peace of mind that they’ll be taken care of.
Link to: Annuities
Annuities
An annuity is a long-term investment designed to help protect you from the risk of outliving your income. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.
Staying Vigilant to Provide You with the Best Service
We’re a powerhouse team with 25+ years experience with reputable healthcare, insurance and financial institutions. Our unique background in social work and business administration means we’ll guide you with sensitivity and compassion, but also respect and straightforwardness.
