Blog2017-06-20T12:40:53+00:00

How to Talk to Your Adult Children About a Life Insurance Policy Transfer

A life insurance policy transfer to your adult children can help sustain your investment should your financial situation change... Twenty years ago, Donna bought a life insurance policy. When she chose the plan, she predicted as best she could the premium she’d be able to afford. But in recent [...]

August 2nd, 2018|Finance & Planning|

Medicare Advantage Plans Will Shift Focus to Prevention

Are you a Medicare Advantage Plan beneficiary? There are some changes around the corner that may improve your care options. Prevention makes sense Max is 79 years old and lives by himself. He has diabetes that he controls fairly well with medications. However, he’s experiencing increased numbness in his feet. [...]

July 31st, 2018|Senior Health Insurance|

New Medicare Cards Coming Soon: What You Can Expect

Adults enrolled in Medicare will receive their new Medicare cards over the next 12 months. In fact, by law, all cards must be mailed by April, 2019. Some may receive the cards within weeks, while others will get theirs early next year. In the meantime, here’s what to expect as [...]

July 9th, 2018|Senior Health Insurance|

Long-term Care Insurance: Do You Need IT?

William and his son, Jack, listen as the doctor explains the long-term care William will now need. Jack can cook for his dad, but William will need help with everyday tasks, such as dressing and bathing. And that means hiring care providers to come to William's home. Thankfully, his long-term care insurance will [...]

June 27th, 2018|Finance & Planning|

What Can SHIP Do to Help Seniors with their Medicare Health Insurance Plan?

  The State Health Insurance Assistance Programs (SHIP) provide insurance counseling and assistance to Medicare beneficiaries, their families, friends, and caregivers. SHIPs operate in all 50 states, the District of Columbia, Guam, Puerto Rico, and the U.S. Virgin Islands, and are grant-funded projects of the federal U.S. Department of Health [...]

February 7th, 2018|Uncategorized|