Medicare Gurus
Medicare Gurus

Successful Advisor says….

I just spoke with a “mature”, extremely successful financial advisor that I know.  We are evaluating he and his wife’s Medicare plans that they have been on for years.

We pointed out a few concerns with his current plans, suggested an option.

His comment “It is my opinion that everyone needs to see you”.

Well, of course I can’t agree with him more.  He and his ten advisors now have a resource.

Our mantra? Understand what you’re buying, make an educated decision.  Very smart and successful people don’t know what plan they are on, how it works and, most importantly, how it will work (or how it won’t work) if and when needed.

Happy Annual Election Period!  Connect with Boomer Health Group for help if you’d like.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: