Other Services - Plan Medicare

Other Services

Insurance to protect you from health care costs that Original Medicare does not cover.

Health Insurance

Insurance to protect me from health care costs that Original Medicare does not cover.

Dental Insurance

Insurance for preventative, diagnostic, basic and major dental services. Ability to see any dentist.

Get your free dental quote here.

Social Security Planning

When to apply?

Maximize your Social Security Benefit.

Coordinate spousal, divorced, and survivor benefits.

Long Term Care Insurance

Ensure you will be taken care of in case you become unable to perform activities on your own.

LTC insurance covers care that is generally not covered by Medicare, Medicaid, or Health Insurance.

Retirement Income Planning

Manage, transition and maximize Social Security, pensions, IRAs, 401ks and other financial assets.

Ensure that you don’t prematurely bankrupt your retirement plan.

Find a preferred way to leave assets (or an income stream) to your spouse, children or grandchildren.

Life Insurance

Provides financial security for your family and loved ones.

Simplified application and underwriting process.

No medical exam required.

Long Term Care Insurance

Guaranteed stream of income for life.

A great alternative to Bank CD’s.

Retirement Income Planning

Create or update your will.

Protect your assets (Home, IRA, Investment Accounts).