Comprehensive Insurance Solutions in Northeast Dallas

Medicare can be inherently confusing, but we will help you simplify your choices, including understanding when you need to enroll into Medicare when you can delay your enrollment into Medicare, how to transition from an employer or individual coverage to Medicare, and what other coverage options you need, you have choices. You’ll have to decide if you need a Medicare supplement, Medicare Advantage Plan, or a Part D Drug plan. We can help you every step of the way, and our services never cost you a dime.

There is a 70% chance that you will need some form of long-term care, yet less than 10% of retirees have adequate coverage. Unexpected long-term care costs can devastate even the best retirement plans. We can show you tax-efficient ways to leverage a portion of your retirement savings into guaranteed lifetime benefits, regardless if your care is received in a facility or at your home. And, if you never need long-term care, your loved ones will get the money back that you paid, tax-free. Don’t leave this burden for your loved ones to worry about – insure they will always have the funds to properly care for you.

Annuities are one of the most misunderstood insurance products available. But the fact is, there is no other product anywhere that can give you inflation-beating returns that are locked in forever once you earn them, lifetime income you cannot outlive, and a guarantee that you will never lose a dime of your hard-earned savings. In these uncertain times, there has never been a better time to consider an annuity. Our team of experts can help you decide if an annuity is right for you.

Did you know that the average person buys seven life insurance policies in their lifetime? There are several types of life insurance policies available, but the one thing they all have in common is the guarantee of tax-free funds for your loved ones at the time they need it the most. Even if you have plenty of assets, life insurance can take enormous pressure off your loved ones so they don’t have to liquidate or probate assets during a difficult time. Proceeds can be used for anything – to pay off debt, provide income, pay for final expenses, or even help a chronically ill person get through a tough time.