Jun 6, 2025 | News
Part of our Elite Medicare team was excited to meet with a client and business owner and deliver a Medicare 101 presentation to their Medicare eligible employees. These presentations provide clear information in regards to Social Security, Medicare, enrollment...
Jun 6, 2025 | News
Retirement income planning can be exciting but a daunting journey as you plan for your financial future. Annuity laddering is a simple concept that can be easily understood and put into action effectively. Quite simply, it involves breaking up one significant...
Jun 6, 2025 | News
If you are a Florida resident, you may be very aware that Hurricane season begins June 1st. Along with your checklist of preparations, you’ll want to locate, protect and review your important paperwork. These documents should include all insurance policies with policy...
Jun 6, 2025 | News
This Father’s Day, we celebrate the strength, guidance, and unwavering love of fathers, stepfathers, grandfathers and all those who step into fatherly roles. We are deeply grateful for the countless ways they lead, protect, teach, and inspire. Whether it’s life,...
May 13, 2025 | News
United Healthcare is currently running a “I’m Local” campaign to feature agents that are local that write Medicare policies. We are fortunate to be able to have five of our Agents that write Medicare policies with AARP United Healthcare. Teresa Mask, Chris Spaulding...
