Retirement. Healthcare. Insurance.
Retirement Savings Protection
Life Insurance Services
Medicare Plans
Determining a plan for protecting a client's retirement starts by “listening” with intent to our customer.
Often, the customer isn't certain of what they need, but they are only absolutely certain of what they want; which is to protect their hard-earned savings from the Wall Street Casino.
Life Insurance is becoming a major part of the family budget; as it can immediately become the only source of income upon the death of the primary wage earner.
Having a life insurance policy is recommended for those who would leave a burden behind in the event of death.
QDRO's
Educational Workshops
We are Authorized Healthcare Plan Agents with many of the leading providers.
We offer:
Medicare Advantage
Prescription Drug Plans
Medicare Supplement Plans (Medigap)
Let us assist you at getting the right Healthcare Plan designed to meet your needs.
Free Webinars
Qualified Domestic Relations Orders ("QDRO's") is a federally mandated court order enforced following a dissolution or divorce.
Used in the division of the party’s various retirement assets (like 401k’s) and various pension plans, that were accrued during the marriage.
We conduct regularly scheduled Educational Workshops and Local Group Seminars.
Covering:
Retirement Income Protection
IRA/401(k) Rollovers
Social Security Income
Life Insurance
Long-term Care, and more
We have Live and Pre-recorded webinar events designed to help you better understand your Retirement and Medicare options.
View our Webinars now!