Medicare FMO
An efficient FMO is key to unlocking access to insurance carriers that align with your growth objectives, ultimately aiding the expansion of your insurance agency.
Read MoreSmart Ways for Seniors to Save Money and Live Well
As seniors embark on their retirement years, managing finances becomes crucial. By employing savvy strategies, seniors can stretch their budget and live comfortably. This article explores various techniques that seniors can adopt to save money without compromising on their quality of life. Budgeting and Tracking Expenses One effective way for seniors to take control of […]
Read MoreFinancial Planning for Physicians: The Do’s and Dont’s
The financial planning guidelines that apply to many people generally aren’t necessarily the same rules that doctors should apply to their financial planning efforts. Debts are larger, income is more…so the possibility of making bigger mistakes are higher. There are also so added variables unique to doctors that can complicate financial planning. If you’re a […]
Read MoreThe Art of Writing an Sympathy Card
If you’re feeling awkward and don’t know what to say, what follows will help you. However, here’s the single most important thing to remember about writing a sympathy card…
Read MoreMedicare Supplements Plans in Wildwood and Chesterfield Missouri
There are 27 different Medicare supplement plans available in Wildwood, MO, and they all charge a different price. Learn more.
Read MoreGuide to Choosing and Changing Your Medicare Supplement Plans in Missouri
FORBES FINANCE COUNCIL ADVICE: Follow these short and easy steps before choosing or changing your Medicare supplemental insurance plans.
Read MoreRoadside Assistance
There is a sinking feeling that is unique to when your lock yourself out of car, it won’t turn over, or you run out of gas. Learn everything you need to know about Roadside Assistance here in our comprehensive guide, and make an informed decision on the best roadside assistance plan for you.
Read MoreFinancial Management and Planning for Millennials
According to Schwab’s 2018 Modern Wealth Index, millennials have their financial act together more than the average person might suspect. The study revealed that 31% of millennials (defined as people born between 1981 and 1996) have determined their financial goals and have a written plan. Before you scoff at what might appear to be such […]
Read MoreAverage Cremation Costs in 2022
What to Know About Cremation Costs in 2022 Cremation has been growing as an alternative to a traditional funeral for some time. In fact, about half of all final dispositions of remains are now being cremated according to cremation industry sources. Cremation has become more popular because it is a simple, flexible and economical process […]
Read MoreA Senior’s Guide to Turning 65
Congratulations! You made it. Turning 65 is a big deal and you should feel great about reaching such a big milestone in your life. You’ve earned the right to relax and enjoy the fruits of your labors, whether your time has been spent raising a loving family, enjoying success in your chosen profession, or living […]
Read MoreFinancial Management and Planning for the Elderly
According to the Federal Reserve, about 20% of all households headed by individuals who are 65 or older have about $700,000 in assets. About half of these have assets of $1.5 million or more, making this age group the wealthiest of all demographics. But other studies indicate that about a quarter of Americans whose parents […]
Read MoreDeath and Insurance: What To Do When Someone Dies
We often find ourselves asking what to do when someone dies at some point in our lives. Even when a person’s death is anticipated because they’re sick or have a terminal condition, no amount of preparation fully emotionally prepares you when someone you know and love actually passes away. The grieving process is unique to […]
Read MoreGolden Rules of Buying Indexed Universal Life Insurance
Universal life insurance was designed to be flexible, which means there a lot of options to consider. In fact, if you took some time to shop online, you’d likely end up empty-handed. Learn more here.
Read MorePersonal Accident Insurance
Personal accident insurance provides an extra added layer of financial security in the event you sustain a bodily injury or a killed as a result of an accident.
Read MoreHow Long Does an Accident Stay on Your Insurance?
When you’re involved in a car accident, there are a lot of things to sort out. You might have to deal with the police, doctors, attorneys, and of course, insurance companies. Once you get past the immediate shock of an accident and take care of the pressing needs required to get your life back on […]
Read MoreFlorida Medicaid
Florida Medicaid Explained What is Medicaid? Medicaid provides health coverage to more than 66 million Americans, including eligible low-income adults, newborns and children, pregnant women, elderly adults and people with disabilities. It is administered by individual states according to federal requirements. State and federal governments share costs for the Medicaid program. In Florida, Medicaid is […]
Read MoreHow Accountable Care Organizations Work
Accountable care organizations (ACO Model) could transform U.S. healthcare system, and we want to make sure you understand how they work and why they are so wildly disruptive to the traditional fee for service healthcare model.
Read MoreA Guide to Full Coverage Dental Insurance
No matter how hard we try to avoid them, life is full of surprises, and visiting the dentist is no exception. Sometimes, your teeth, mouth and gums break down despite how well you take care of them. Age also takes its toll, potentially leading to bridges, crowns and dentures. Accidents can also cause major damage. […]
Read MoreCommon Questions and Answers About Cremation
Cremation has become a more popular alternative to traditional burials in recent years with as many as 50 percent of all final dispositions of remains now being cremated. Cremation has become an increasingly favored alternative to traditional burial because it is more economical, flexible, simple and uses less of the earth’s natural resources. If you’re […]
Read MoreDeath Certificates
When a person passes away, there are several elements to ensure the estate is closed appropriately. Learn why death certificates are so important.
Read MoreGeneral Liability Insurance for Small Businesses
General Liability Insurance for Small businesses was provided by guest author, Ben Walker. Before you launch your business, there are a lot of moving parts and pieces that all need to come together. Some of the obvious are getting a business license, a website, and a bank account. Did you know that your checklist should […]
Read MoreQuick Guide to BayCare Urgent Care Centers Around Tampa
BayCare Urgent Care provides care like routine physicals to treating the flu. No appointment is required, and online check-in is available. Learn More Here.
Read MoreSilver Sneakers Locations in Tampa
Silver Sneakers is offered in more than 193 locations across the Tampa, FL area. If you’re currently a silver sneakers member, you can simply choose the Silver Sneakers location near you in Tampa and start using your gym membership.
Read More10 Smart Tax-Filing Tips For Small Business Owners
Ten members of Forbes Finance Council share smart tips for small business owners to make the process of filing their business taxes less painful. Here is what they have to say:
Read MoreA Family’s Guide to Funeral Songs
We have compiled the top 10 funeral songs across many genres to help you choose the best funeral music for your loved one’s service. Choose your songs now.
Read MoreLife Insurance and Selling Your Business
Many older business owners eventually face the difficult decision of having to sell their business. After decades, there may not be a natural heir to take over the family business, nor may there be an employee who can provide the financial “exit” that you will likely desire to head into retirement. If you think about […]
Read MoreFocusing on Healthy Eyes for Seniors
Every senior is going to experience some degree of a drop-off in their eyesight as they grow older. But the good news is that through lifestyle choices, regular check-ups and maintaining a watchful eye on your eyes, you can enjoy a life in focus for many years after you turn 65. How to Keep Your […]
Read MoreLiving to Be 100 Is More Realistic Than It Seems
According to the 2010 Census, there were more than 50,000 people living in the United States who were at least 100 years old. That represents a significant jump in centenarians from previous generations. Although many have ailments commensurate with their age, surprisingly, many are still fully functioning adults. About one-third still live at home and […]
Read MoreWhy Your Nutritional Needs Change As You Grow Older
As you grow older and approach the age of Medicare enrollment, your body changes in many ways. Because of this, how your body processes food also changes, and this will have an impact on your diet, nutritional needs, and your appetite. Metabolism Changes It’s no secret that growing older means your metabolism is going to […]
Read MoreLife Insurance With Pre-Existing Conditions: What You Need to Know
{updated January 2022} Getting life insurance with pre-existing conditions continues to be a hurdle for many individuals and families. Life insurance is a thoughtful and efficient safeguard for protecting your loved ones and affairs in the case of your death. In many cases, finding a life insurance policy that fits your needs and budget is […]
Read MoreUsing Life Insurance For Estate Planning
Estate planning may seem like an elaborate legal process for people with large amounts of real estate or wealth. But truthfully, estate planning is not contingent on how much money you have or the property you owe — it’s the process of planning for how your personal belongs, property and finances will be handled upon […]
Read MoreCan I Get Life Insurance After Filing Bankruptcy?
It may seem strange that a prior or in-progress bankruptcy could impact your ability to get life insurance, but unfortunately, it can. Bankruptcy proceedings can make it difficult to get a life insurance policy, especially if you are currently going through the bankruptcy process or you have just made your way through it. But why […]
Read MoreHow to Choose a Beneficiary for Life Insurance
Life insurance is a great safety net to ensure that loved ones and family members are cared for in the event of your death — whether untimely or natural. But going through the steps of the process can be tedious. After qualifying for a policy at a monthly premium price you can afford, you may […]
Read MoreLife Insurance for Business Owners
As a business owner, you have a lot to think about and juggle when it comes to managing the day-to-day operations of your company. But something many entrepreneurs do not consider is the importance of business owner life insurance, a safety net that can help your family, business and employees in an unfortunate situation such […]
Read MoreUsing Life Insurance to Cover Student Loans
When planning for your future — or your child’s — it is easy to think of all the wonderful things: going to college, getting a fine education and starting down the path to an excellent life. But there are some not-so-rosy sides to thinking about the future, such as considering the need for life insurance […]
Read MoreHow and Why to Switch Your Medicare Supplement (Medigap) Policy
Medicare Supplement Insurance plans, also known as Medigap, help cover some of the costs not covered by Original Medicare (Parts A and B). If you have a Medigap policy and are not satisfied with the benefits, coverage, or cost of that plan, you may be able to switch Medigap policies, helping you obtain a plan […]
Read MoreBeware the Cost of Medicare Enrollment Penalties
Medicare late enrollment penalties are amounts added to your monthly premiums as a result of not enrolling in Medicare during your Initial Enrollment Period. Unless you qualify for a Special Enrollment Period, you may be subject to Medicare enrollment penalties if you wait to sign up for Medicare after you are already eligible for enrollment. […]
Read MoreDo I Need to Renew My Medicare Plan?
There are three questions you need to ask each year regarding your Medicare Plan. The answers to these three questions will determine if you need to change.
Read MoreThank you, Matt. You're very knowledgeable, patient and easy to talk to. You gave me some great ideas I had no idea I would be qualified for.
Wendy G. - TN
Satisfied Client
I want to applaud how [my agent] helped me save a bunch of money on my Medicare, by making a few simple changes. Thank you!
