Blogs
Tailoring insurance to your clients’ generation
Although each of your clients will have unique insurance needs, clients within the same generation will often share a common experience that shapes their viewpoint. Being able to understand how each generational difference shapes your clients’ viewpoint on money,...
Travel tips for retirees
Sixty percent of baby boomers (those born between 1946 and 1964) expect travel to be an integral part in their retirement. Retirement is a great time to get away and visit the beach, exotic destination or visit the grandkids. Trip planning can oftentimes require lots...
What caregivers need to know about Medicare
Medicare can be a complicated subject for a caregiver to understand and manage. The biggest challenge for caregivers is dealing with health insurance, especially Medicare. Trying to figure everything out on your own can be overwhelming, but luckily there are some...
How to spot and avoid insurance scams
A life insurance policy is a smart choice both financially and for peace of mind – knowing that your family will be taken care of in the event of your death can lift a huge burden off your shoulders. Unfortunately, you or your family can be the target of scammers who want to sell you a “too good to be true plan”. When you’re searching for a plan that best fits your needs, you may turn to the internet in order to research and find out about what plans are currently available.
Open enrollment for Medicare Advantage
Medicare can be very beneficial to you, but not if you’re stuck in a plan you don’t like. Medicare Advantage Plans can be very confusing if you don’t fully understand what it entails. The Summary of Benefits within a plan specifically outlines how a plan works, but individuals can easily misunderstand the rules or forget to verify if a certain doctor is in the network.