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As an insurance broker with over 28 years of insurance industry experience, Amy recognized a lack of Medicare & Retiree services for the growing Medicare eligible workforce.
Your Senior Advocate was created to be a catalyst for change in the workforce bringing education, compliance and holistic enrollment and service to the ever-growing Medicare population.
If you have ever dreamed of working for yourself, creating a residual income that increases year after year, while creating your own schedule and without incurring massive start-up costs, you may want to consider becoming an Insurance Broker specializing in the ever-growing senior market…
Medicare enrollment is typically the first step in the retirement roadmap. Prior to turning 65 there are many things to become educated on and we are the guide. We transition our clients as smoothly as possible each step of the way.
Medicare enrollment doesn’t end the client journey with us as we become a continued partner. We help our clients layer other programs as needed at various stages of the retiree process. And as a 3rd party, we can help intervene when solutions could not be found directly with the insurance company.
Let us help build your roadmap!
Your employees need expert guidance when it comes to Medicare eligibility, especially regarding HSA Plans, COBRA and Medicare eligible dependents.
How do you navigate this world while staying compliant? Your Senior Advocate is your 3rd party partner who can provide education and enrollment services to your employees aging into Medicare and their lifelong HR partner!
Why would you need to worry about Long Term Care (LTC)?
By the time we reach age 65, 7 out of 10 of us will need some level of LTC in our lifetime and this can create a financial and emotional hardship for most families.
55% purchase LTC between the ages of 55 and 65.
The longer you wait, the more it can cost you to obtain coverage.
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Life Insurance is an important part of your retirement planning.
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This certification means we do everything in the best interest of our clients not the insurance company’s. We shop all A-Rated insurance carriers and help you understand the process when making decisions.
See how we can help you with . . .
1: Medicare
2: Life Insurance with Living
Benefits
3: Long Term Care Solutions based
upon your needs
4: Protecting your nest egg
utilizing various investment
vehicles