Insurance for Seniors

Many seniors wonder, "What kind of insurance do I need?" A common insurance-related oversight when planning for retirement is underestimating the effect of medical and pharmaceutical drug costs after retirement. To clear up confusion about what is the right insurance coverage for you, together we will create your own personalized insurance plan, while helping you potentially grow and protect your retirement assets.

While creating your insurance plan, together we assess your needs for the types of insurance seniors must consider during their retirement years:

Medicare Supplement Insurance

As you approach retirement, you may receive bundles of mail and literature regarding Medicare insurance each year. Our clients tell us the more information they get, the more confusing this is. Let us make Supplemental Medicare insurance as easy as A, B, C, D! Learn about Medicare Supplement insurance.

We also offer the following lines of insurance: 

  • Dental and vision

  • Prescription drug plans

  • Long Term Care Insurance

  • Life insurance

  • Annuities

Business Lines

We design Insurance plans that benefit owners and key executives of small and mid-sized companies as well as create innovative Insurance plans designed to help you recruit and retain talent enabling long-term success.

  • Group Health Insurance and Plan Design

    • Fully Insured Plans

    • Partially Self-Funded Plans

  • Deferred compensation plan

  • Buy sell agreements

  • Business continuation PLANS

Information/Education

  • MEDICARE

    • EDUCATIONAL SEMINARS

    • PRESCRIPTION DRUG PLAN GUIDANCE

  • Affordable Care Act

    • Enrollment guidance

    • Education seminars