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Introduction Meeting
Free · 1 hour
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Conference Call
30 minutes
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Health Insurance Consultation
To help our clients enroll for a new health insurance plan or renew their existing coverage. We also help them apply for a government subsidy if they qualify to help them lower their cost. We help the clients select the best network to meet their needs and go over the different plan designs for the new plan year.
Free · 30 minutes
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Medicare Review
We review the existing Medicare Supplement, Medicare Advantage, and Part D plan designs for the new plan year. We go over any network and RX changes for the different plan year for the different carriers.
Free · 30 minutes
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Policy Review
Meet to review policies.
Free · 1 hour
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Annual Income plan review
Meet to review current income plan that was implemented and to update any changes.
Free · 1 hour
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Life Insurance
Free · 1 hour
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Disability Insurance
Free · 1 hour
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Long Term Care Planning
Free · 1 hour
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Follow up Meeting
To follow up from the introduction meeting to share where we found the money to be able to put more in the client's accumulated assets so their future is more solid.
Free · 1 hour
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Policy Delivery
Free · 30 minutes
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Medicare Seminar
Clearing Up the Confusion
Free · 1 hour
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Investment Review
Free · 1 hour
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Annuity meeting
Free · 1 hour