With the changing of the seasons we tend to examine our own financial plans for change. Often this involves retirement planning.
Whether you're years away from retirement, or already there, you know that retirement is a big change. It's natural to have a lot of questions and not a lot of answers.
Your retirement strategy should take into account all the facets of your daily life: housing, food & entertainment, travel & leisure, health & medications, and so much more.
When one of our Medicare experts meet to discuss the transition to Medicare, there are several questions to answer. 1) Your current health. 2) Your financial plans. 3) Your preferred doctors and hospitals. and 4) Your prescription drug needs. Only after taking all of the above into account, should a Medicare expert recommend an insurance plan. Taking this approach, rather than selling for a single company or product, our agents are able to explore every avenue to find the products that are right for you.
It's important to review your insurance needs as they change. Every year, during the Open Enrollment period, you can review all of the available plans as well as your current needs and select that plan that will be right for you for the coming year. Our agents are available to schedule calls, meet in the office, or come to your home to discuss your needs and find the right plans for you.