July 20, 2017
AgencyMy Medicare Checklist
My Medicare Checklist for this Enrollment Season What to do to get prepared for Medicare this season. Medicare can be complex, but our handy checklist has everything you need to get ready to enroll. Let’s get started! 6 Months Before Turning 65: Explore the ABCD’s of Medicare. Read about Parts A & B […]
July 24, 2017
AgencyNew Baby
5 tips for new parents weighing life insurance Alex Veiga, AP Business WriterPublished 5:00 a.m. ET May 17, 2014 (Photo: Evgeny Atamanenko, Getty Images/iStockphoto) Few personal milestones compel someone to buy life insurance coverage like becoming a parent. In the event of an untimely death, life insurance can serve as a financial safety net to […]
July 28, 2017
AgencyMortgage Protection Insurance
What is Mortgage Protection Insurance? It is a plan that if you or your spouse passes away then it pays off your mortgage so that your family doesn’t have to worry about losing their home. Is a certain spouse is the bread winner and that income is lost then it can be a huge […]
August 3, 2017
AgencyTerm vs. Permanent Life Insurance – Is it just like renting or buying a home?
The lack of life insurance can affect families for generations to come. Whether its term or permanent, some kind of coverage is important to have and either one can be fit to meet most budgets. Most people understand the process of either renting or buying a home and life insurance is very similar. Here […]
August 10, 2017
AgencyWhat is Burial Insurance? Or Final Expense Insurance?
What is Burial Insurance? Or Final Expense Insurance Burial or Funeral expense insurance is generally a whole life policy that is used to pay for funeral expenses when one passes away or can also be used to pay off these items: Medical Bills Credit Card Bills Legal Costs Mortgage Payments Who is a good candidate […]
August 21, 2017
AgencyLife Insurance Retirement Plan
Life Insurance Retirement Plan, What is it and should I own one? A Life insurance retirement plan or cash-value insurance is a permanent life policy that protects you and your family in your “growth or saving years” and then at retirement age you can flip a switch to begin generating a tax-free […]
August 28, 2017
AgencyUnderstanding Medicare Parts A, B, C, and D. What does each cover?
Understanding all the parts of Medicare can be confusing. You have Parts A, B, C, and D. What does each one mean? What do they each cover? Check out this 2 minute video on what each part covers and then make an appointment with one of our Specialists to assist in the picking the plan […]
September 11, 2017
AgencyHow do I prepare for Medicare Open Enrollment? My Checklist.
1. Open Enrollment is from October 15th to Dec 7th, 2017 2. You have a couple of options to get Original Medicare You can choose Original Medicare by itself with an option to add Part D (Prescription Drug Coverage) If you begin to collect benefits from Social Security you will automatically get Part A […]
September 25, 2017
AgencyHow much Life Insurance do I need?
It really does vary from one person to another but generally speaking you should calculate your long term financial goals and aspirations and then subtract your assets. The difference will be the amount of life insurance you should acquire to fill in the financial gap in the event of one’s passing. Here are some […]
October 10, 2017
AgencyWhat Steps to Take When I’m about to Turn 65 Years Old
Make sure to prepare for the Medicare open enrollment period. Are you 64 or did you just turn 65? Planning is key when it comes to understanding Medicare Parts A, B, C, and D! Schedule an appointment today with a Senior Benefits Expert. We have you covered when it comes to any Medicare […]