Insurance Advice and Advocacy For Seniors

Seniors have unique insurance requirements. Many who have paid for policies for years may now need to use them, or unlock the value stored in them. Additionally, there are insurance policies that they may need to add. We help seniors and their families navigate the life and health insurance system. Click on the links below to get more information on the services we offer those people who are 50+

Claim or Appeal Filing for Long Term Care, Life, or Health Insurance

Bill Review and/or Explanation of Benefit

Final Expense Insurance OR Funeral Trust (Funeral Trust can be used for sequestering assets from Medicaid qualification, or for those over 85 who can not qualify for Final Expense Insurance)

Life Insurance Policy Review, including Policy Purchase (Settlement)

Structured Annuities for Asset Retention and Guaranteed Income. Take the worry out of stock market based retirement funds.

FREE Evaluation

Other services -

Medicare Advantage, Presciption Drug, and Supplement Sales

Hospital Indemnity Plans - Fill In the Medicare Co-Insurance Holes!
(For Boomers) - Long Term Care Solutions that are NOT Long Term Care Insurance