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Medicare Insurance
Social Security Planning
Social Security Planning
Medicare Insurance plans change annually, you need an expert to give you an advantage.
- Parts A&B
- Medicare Supplement / Medigap
- Medicare Advantage
- Prescription Drug Plans
MAXIMIZE MEDICARE INSURANCE
We help clients maximize their Medicare benefits, potentially saving them significant amounts on healthcare costs. We stay on top of current trends and legislative changes so you don't have to.
By analyzing your unique situation, we help you determine the best Medicare plan options tailored to those needs. One size does not fit all.
Whether you are new to Medicare, looking to switch plans, or need help understanding your coverage, we ensure you get the most out of your Medicare benefits.
Social Security Planning
Social Security Planning
Social Security Planning
Social Security gives you ONE chance to get it right, you need to take advantage of leveraging your largest asset.
- 96% Don't Optimize
- $111,000 Average Lost
- Many Will Pay 85% Taxes on SS Benefits
MAXIMIZE SS BENEFITS
We assist clients in maximizing their Social Security benefits, potentially saving them hundreds of thousands of dollars in additional benefits they have earned and are entitled to.
By analyzing each client’s unique situation and historical earnings records, we help determine the optimal time to file and start collecting Social Security.
Whether you are single, married, divorced, widowed, or a self-employed business owner, we'll give you the advantage to ensure you receive every dollar you deserve from the government and optimize your benefits.
Supplemental Insurance
Social Security Planning
Supplemental Insurance
Supplemental coverage protects against catastrophic events and financial insecurities.
- Annuities
- Hospital Indemnity
- Cancer/Heart/Stroke
- Short-term care
- Dental / Vision / Hearing
PROTECTING YOUR HEALTH & ASSETS
We assist clients in maximizing their Medicare benefits and protecting their financial assets, potentially saving them significant out-of-pocket expenses.
By analyzing each client’s unique healthcare needs and financial situation, we help determine the best supplemental insurance plans to complement their Medicare coverage.
This includes hospital indemnity insurance, cancer/heart/stroke plans, dental, vision, and hearing. We also leverage annuities to safeguard your precious assets.
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CMS Disclaimer:
We do not offer every plan available in your area. Currently we represent 13 organizations which offer 94 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
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JOIN OUR MONTHLY MEDICARE AND SOCIAL SECURITY WEBINAR Q&A
Medicare And Social Security (MASS)
Join our Monthly MASS webinar for the 55+ club - get your questions on Medicare And Social Security answer in one convenient online session. Discover how Medicare and Social Security work together to impact your future. Engage in live problem-solving and solution-sharing discussions
Your Trusted Medicare Health Insurance Resource
