What Seniors Living Abroad Need to Know About Medicare
A coworker recently shared a Feel Good Friday story about a client who needed medical care while on a cruise […]
Whole Life Insurance: A Deeper Dive (Lifelong Protection with Built-In Value Growth)
Whole life insurance is often seen as the “permanent” alternative to term life. While it’s more expensive, it’s designed to
How Seniors Are Being Tricked Into Switching Medicare Plans
Vulnerable seniors on Medicare continue to be preyed upon via cell phone solicitations, originating from local phone numbers and without
Why are rates going up so much? Are all companies doing this? Lastly, what are my options when I can no longer afford my current policy?
Question from Anna: I just got notice that my Supplement is going up almost 25% in 2026 after a 15%
Understanding Medicare Drug Deductibles and What You Can Do About Them
Virtually every Medicare Advantage Plan and Stand-Alone Part D plans have a $615 deductible on Tier 3 through 5 drugs
High Deductible Health Plans Explained
Today I want to discuss High Deductible Qualified Health Plans (HDQHP) that utilize what are known as Health Savings Accounts
It’s my understanding that the Oregon plans you represent are limited. Is it my best interest to work with someone in my state instead?
Question from Tamara: It’s my understanding that the Oregon plans you represent are limited. Is it my best interest to
How One Client Managed Medical Costs While Traveling
Just under a month ago (3/30), a client reached out to let me know she had taken an overseas cruise
Understanding Dental Coverage Under Medicare
Truth : The lack of routine dental coverage has significant consequences for older adults. Poor oral health can increase the
Term Life Insurance Explained
This week, we’re starting something new, a deeper dive into the different types of life insurance. Over the next few