What is Medicare?
Are you turning 65 soon? Learn more about Medicare Part A and Part B. We make the complicated simple.
Healthcare in Retirement
Planning for retirement should include more than just reviewing your financial situation. It should also factor in ensuring you have adequate health care coverage. Before you retire, make sure you know all your health insurance options.
Compliance Checklist – Steps to Take to Protect You and Your Medicare Business
Between Cyber Security, HIPAA, and Medicare Compliance most Life & Health agents have a hard time trying to figure out where to start. Although we want to complete a task and be done with it, cyber security best practices and protecting your organization’s networks and sensitive data is a commitment that lasts all year long.
Your Meaningful Retirement
If your goal is a meaningful retirement, read our blog about discovering your purpose and identifying your passions.
IRA Contribution FAQs
With a few weeks to go before Tax Day, we often get phone calls with questions about Roth IRAs and Traditional IRAs. Read more to learn the answers to many frequently asked questions by our clients.
Paperless Office Transformation
Agents, are you ready to go paperless?
5 Things Medicare Doesn’t Cover
It is important to understand what Medicare Part A and Part B cover, so you don’t end up with unexpected medical bills in retirement.
Estate Planning
Estate Planning is not just for the wealthy. Everyone, regardless of age, health, or wealth, needs some form of estate planning. Read our blog to learn what documents you may need to get your estate in order.
10 Financial Resolutions for 2020
Ring in 2020 by setting some Financial Resolutions. Here are 10 suggestions to help keep you on track with your finances.
Your Guide to MACRA
How does MACRA affect you?