Tag: Insurance

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into [...]

By Taylor Thomas|2019-07-15T21:28:36+00:00April 16th, 2018|Blog|Comments Off

Life Insurance Problems and Solutions: A “Non-Agent” Perspective

Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met [...]

By Richard Freeman|2019-07-15T20:16:36+00:00November 2nd, 2015|Whitepapers|Comments Off