In Minnesota we help you understand Retirement and Medicare
(763) 242-2508
Why is everyone contacting you about Retirement
A heads up on what to expect
The closer to your birth month usually about age 58-65 you will be overwhelmed with a flood of mail advertising, emails, some phone calls, and retirement seminar invites. This is because your date of birth and address are public record.
You will get many mailings inviting you to seminars that are advertised as Medicare or Social Security workshops with free dinners. Most seminars give few details about what they advertise.
Insurance companies also advertise workshops to explain their Medicare plans. In all cases, this is a great way to get benefit and cost information. However, the real purpose of the workshop is to sell you “only their insurance plan” without comparing it to other plans.
If you are searching on Google about Retirement or Medicare what you will find is that your directed to mostly marketing sites. What they will do is route the call to several agents that have paid a fee for the sales lead.
Enrolling into Medicare is easy. Selecting a Health Plan is simple. Investments are a bit trickier, and we should have a phone conversation about what is important to you.
If you about to retire, you can convert your 401K or IRA into a ROTH IRA to protect your money. Most retirees also start an Annuity for long term income growth. If you currently have an Annuity, it is a real quick process to evaluate what you currently have and see if there is a better rate of return with a different Annuity.
Learn More
It takes about 10 minutes by phone to explain what Medicare and Social are about and another 5 minutes to explain how to enroll in Medicare. Once you are enrolled it takes about an hour for an in-home appointment to explain Health plan options.
Life Insurance & Annutities
Will You Have Enough Money to Retire
Affordable Life Insurance for your Family
Affordable Life Insurance for your Family
From Gen Xers to Seniors, will you outlive your savings and investments
Affordable Life Insurance for your Family
Affordable Life Insurance for your Family
Affordable Life Insurance for your Family
40% of Americans cannot cover three months of living expenses after the breadwinner dies.
Annutities Are Easy to Understand
Affordable Life Insurance for your Family
Annutities Are Easy to Understand
Annuities are broken down into two types based on what you are trying to accomplish
Retirement Planning
True Cost of Retirement
True Cost of Retirement
True Cost of Retirement
Health, Money and Inflation
Retirement Transition
True Cost of Retirement
True Cost of Retirement
Moving from a group employer plan to Medicare
Are your Finances Ready
True Cost of Retirement
Are your Finances Ready
Most retirees have not planned for retirement
What are Medicare Parts A - B - C - D - E
Medicare Made Easy
Medicare Made Easy
Medicare Made Easy
How to Shop for Insurance
What is Part A
Medicare Made Easy
Medicare Made Easy
Original Medicare Deductibles
What is Part B
Medicare Made Easy
What is Part B
When To Enroll and Panalities
What is Part C
What is Part C
What is Part B
Understand Plan Basics
What is Part D
What is Part C
What is Part D
Enrollment and Costs
What is Part E
What is Part C
What is Part D
Supplemental & Cost Plans
Dental - Vision & International Health Insurance
Dental Insurance
Dental Insurance
Dental Insurance
Where to find low cost coverage
Vision Insurance
Dental Insurance
Dental Insurance
We have one pair of eyes, protect them
Travel Insurance
Dental Insurance
Travel Insurance
Worldwide Doctors and Clinics
Why do so many refer their friends & family?
Because I care and have passion
Many of my clients are in there 80’s and 90’s and aging is not for the light hearted. I have helped many with medications, billing, hospitalization, transition care, hospice and comforting the surviving spouse when there loved one dies. I have a bond and friendship with my clients and that is why they refer their friends and grandchildren. I also offer help with aging parents and handicap children.