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Medicare Planning

First, the basics. Medicare Parts A & B will cover some of your healthcare costs, but they won't cover everything. This is why people turn to Medicare Advantage or Medicare Supplement plans to increase their coverage. There are a range of plans that can help you cover some of the expenses that aren't covered by Original Medicare.

Help me with Medicare.
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Life Insurance

Many people view life insurance simply as a "death-benefit," a way to protect their family and loved ones in case they were to pass away. Upon a closer look, however, you'll discover that there is a world of potential uses and strategies for life insurance that go far beyond the traditional approach.

Tell me about Life Insurance.

Life Insurance

Many people view life insurance simply as a "death-benefit," a way to protect their family and loved ones in case they were to pass away. Upon a closer look, however, you'll discover that there is a world of potential uses and strategies for life insurance that go far beyond the traditional approach.

Tell me about Life Insurance.

Annuity Options

What do you think of when you hear the word annuity? For many, they've heard biased opinions, but very few actual facts. Annuities are contractually-executed, relatively low-risk investment products. The insured pays a life insurance company a lump-sum or series of payments, and that money is to be paid back to the insured either immediately or in the future, in fixed, incremental amounts.

I'm interested in an annuity.
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Long-term Care

Long Term Care Insurance, also known as "LTCi" is an important financial topic to be knowledgeable about. LTCi provides coverage for people who need help with their activities of daily living for an extended time. This can be due to chronic illness, various disabilities or other conditions.

I want to plan for the long haul.

Long-term Care

Long Term Care Insurance, also known as "LTCi" is an important financial topic to be knowledgeable about. LTCi provides coverage for people who need help with their activities of daily living for an extended time. This can be due to chronic illness, various disabilities or other conditions.

I want to plan for the long haul.
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