Education is one of our biggest focus areas. We want you to understand your needs and options. To assist with that, we have developed the Informer Series of Publications. These informative booklets cover the basics of various topics, including Retirement Preparation, Explaining Long Term Care, Your Medicare Options, and even a look at Medicare Part D. If you see a topic that interests you, or may benefit a family member, we encourage you to request a complimentary copy at [email protected] If any of these publications bring up deeper questions, we'd be delighted to sit and discuss your situation with you, so give us a call.
Managing Your Retirement
If you are approaching retirement, or already there, this booklet describes the SIX MOST IMPORTANT areas in our life that you need to shore up to have a more successful retirement.
Long Term Care Informer
|The Medicare Informer|
For those getting close to Medicare, this booklet will guide you through the maze of information you are receiving, and make clear in just a few pages how Medicare works, and how to make the right choices for your supplemental coverage.
Medicare Part D Informer
|Your Estate Informer|
A Will or a Trust? Which do you need? You actually need more than that! This booklet describes the proper legal documents you need to secure today, for your sake and your family's sake!