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Do I have to be enrolled in Medicare Part B before I enroll in a Medicare Advantage plan?
Summary: When it comes to your Medicare Advantage plan, do you have to be enrolled in Medicare Part B first? In short, yes. The Medicare...
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Retirement Planning: What do Military Families Need to Know?
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more...
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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and...
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Could You Pass This Basic Social Security Quiz?
Social Security is a different experience for every American, but certain things are universal. Last year, MassMutual put out a quiz...
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Buy/sell agreements
One common question we receive when discussing key person benefits is “What is a buy/sell agreement?” A buy/sell agreement, also known as...
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What is Medicare Supplement Insurance?
Medicare supplement (Medigap) insurance can help pay some of the health care costs that original Medicare does not cover, like...
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What is Health Insurance?
Having the proper health insurance coverage can literally be a matter of life or death. We'll make sure you're family is properly covered...
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What are Group Benefits?
What are Group Benefits? Group benefits are insurance that covers a group of people who are usually the members of societies, employees...
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What is Disability Insurance?
Disability Insurance, often called DI or disability income insurance, or income protection, is a form of insurance that insures the...
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What is an Annuity?
Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance...
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What is Life Insurance?
Life insurance pays out a sum of money either on the death of the insured person or after a set period of time. Common Types of Life...
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What are Medicare Advantage Plans
What is a Medicare Advantage Plan? A Medicare Advantage Plan is a type of Medicare health plan offered by a private company that...
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How To Save More Money With The Clever Rx Discount Card Save More Money Compared To Other Cards
I know there are a billion prescription pharmacy discount cards, but one that stands out to us is Clever Rx. Here’s why. You simply, on...
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A Few of Our Carriers
Some of our Life Insurance Carriers Allianz Life of NY American National of NY AXA Banner Life Insurance Company Brighthouse Life Ins....
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