Other coverage
Medicare, life insurance and more
Retirement income is my focus, but it isn't the only thing my clients need. I also help with these.
Medicare
Turning 65, or reviewing your plan during the fall enrollment period? I can walk you through Medicare Supplement, Medicare Advantage and Part D drug plans.
Life insurance
Term life for a set number of years, whole life for lifelong coverage, and indexed universal life (IUL), which combines a death benefit with cash value linked to an index.
Final expense
Smaller whole life policies designed to cover funeral costs and final bills, so your family doesn't have to.
Mortgage protection
Life insurance sized to pay off your mortgage, so your family can stay in the home.
Guaranteed issue
Permanent life insurance with no health questions, for people who can't qualify for traditional coverage.
Call me at 619-251-3868 or get in touch to talk about any of these.