Escape Retirement Tax Trap
Avoid key risks, learn key strategies
On this page, we focus on life and health insurance choices that can make an impactful difference in your achieving and maintaining your retirement goals, help you avoid unnecessary wealth transfers, and/or help you save money in some day-to-day expenses.
Attend our retirement classes. Get quotes and apply directly for Medicare or individual healthcare-related plans below.
We offer Part C – Medicare Advantage and Medi-Gap Supplement, and consulting for Part D plans. Since healthcare costs can rapidly eat away your retirement dollars, we offer this valuable service to Medicare beneficiaries.
Dental and vision costs can suddenly create a significant expense, so planning for these known events can help ease the frustration when the need occurs. We offer direct quotes as a value-added service for VSP Vision Care and DeltaCare USA, a Delta Dental HMO (Broker# 192684). Call us directly at 714-719-0048 to find out about other available PPO plans that may be right for you.
Auto insurance and homeowner’s insurance are not addressed here. With many insurance carriers leaving the State, if you need help in this area, ask us and we can refer a property and casualty (P&C) insurance broker in our area.
We do not offer every plan available in your area. Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your plan options
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