Welcome! Explore and understand your need to Plan your Health, Protect your Wealth and Preserve your Life. Protect and enjoy the benefits you deserve.
For Your Health
- Turning 65? Understand how Medicare works. Know your health plan. Your Medicare Advantage Plan or Supplement. Zero premium or premium you budget
- Already have Medicare? Review your Plan Benefits each year since Plan Benefits, Cost and or Your Needs do change
- Learn about your Drug Plan
- Understand LIS and Medicaid
- How to Plan for Long Term Care
For Your Wealth
- Take Advantage of Higher rate of return when market goes up. No loss when market goes down.
- Jump Start your portfolio with five to twenty percent bonus added.
- Your Life Time Income Planning
- Your IRA or 401 (K) Distribution with reduced or no taxes.
- Stretch Your IRA to your Grand Children.
- Convert to Roth IRA for Tax Free Distribution later.
For Your Life
- Understand Will, Trust, POAs and Living Will.
- Life Protection with Long Term Care
- Final Expense Need.