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Turning 65? What You Need to Know Before Enrolling in Medicare

Turning 65? What You Need to Know Before Enrolling in Medicare

Aug 11, 2026 | health care planning, health insurance, health insurance tips, insurance, retirement planning

  Medicare Turning 65? Here’s Why Planning Ahead Matters This week, I want to talk a little bit about Medicare. While I personally don’t enroll clients in Medicare plans, my associate Martin specializes in Medicare, and one of the most important...
Super Agent

Super Agent

Jun 20, 2023 | financial needs, health insurance, insurance, medical bills, retirement planning

So this week, what I thought I would do is talk a little bit about myself, my background, my history, and how that helps me help people. As an agent/broker I have a unique perspective on helping my clients. I worked in the medical industry for about 25 years. I have a...
Life insurance is more than a death benefit

Life insurance is more than a death benefit

Jul 8, 2020 | life insurance, retirement planning

The basic premise of life insurance is that you can designate where funds can be distributed if you die. But life insurance can do so many things for you, such as help with retirement planning and helping with future financial goals. You need an expert to evaluate...
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