Get Started with Medicare
Turning 65 is a major milestone and can be overwhelming. You may find yourself bombarded with information about Medicare. I can help you take control and make sure you enroll in the best plan for you and your family. We have many carrier partnerships to ensure you get the ideal option for your needs and budget.
I’ve guided clients in their Medicare journey for 5+ years. It is very important to work with a local agent when comparing Medicare options because plans vary by state and have different programs available. We’ll explore Medicare Parts A & B and drug coverage (Part D). And discuss how to maximize your Social Security Benefits.
I’ll help you sign up or change plans. Three months before the first day of your 65th birthday month you are eligible to enroll in Medicare parts A & B. Even if you are currently working or have coverage through your spouse, it is imperative to compare your present plan with other options to be sure you’re in the best situation.
Questions? Call (860) 966-7016
More Ways I Can Help You
Annuities: Our extensive selection of fixed* and fixed index** annuities can help you create a steady, safe stream of income that can’t be outlived.
Retirement Strategies: We do 401k rollovers and can help you personalize your retirement portfolio to help ensure you are invested based on a risk level you are comfortable with.
Life Insurance: We offer a selection of Whole Life, Term, Universal Life and Graded Benefits Plans from the industry’s most trusted carriers.
Long-Term, Short-Term, & Home Health Care: I can help you explore a range of solutions to pay costs that Medicare won’t cover, and we can provide protection against those future expenses.
Specialized Health Care: As you age, the need for dental, vision and critical care coverage becomes even more important. I'll help you get ahead of the uncomfortable prospect of high medical bills.
*Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.**Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.