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Optimize Your Retirement Webinar
Learning how to avoid costly mistakes may be the best investment you can make.
Hosted By Lauren & Ernest
Thursdays @ 11 am & 6:00 pm (EST)
Topics That Will Be Covered
Retirement Income
Legacy Planning
Long-Term Care
Tax Strategies
Social Security Maximization
Medicare & Health Insurance
Maximize Your Medicare Webinar
Hosted By Lauren & Ernest
Tuesdays @ 11 am & 6:00 pm (EST)
Topics That Will Be Covered
The parts of Medicare and how they work.
How and when to enroll to avoid penalties and fees!
The exposures of Original Medicare's coverage.
Comparing supplemental plans and choosing one that's right for you.
The do's and don'ts of choosing Part D drug plans.
[email protected] | Phone: 800.615.1440 | Fax: 888.845.1504
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
[email protected] | Phone: 800.615.1440 | Fax: 888.845.1504