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Steps to Build a Secure Retirement Strategy
Planning for retirement can feel overwhelming, but it doesn't have to be. With a solid retirement strategy, you can enjoy peace of mind...


Do I have to be enrolled in Medicare Part B before I enroll in a Medicare Advantage plan?
Summary: When it comes to your Medicare Advantage plan, do you have to be enrolled in Medicare Part B first? In short, yes. The Medicare...


Retirement Planning: What do Military Families Need to Know?
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more...


SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and...


Could You Pass This Basic Social Security Quiz?
Social Security is a different experience for every American, but certain things are universal. Last year, MassMutual put out a quiz...


Buy/sell agreements
One common question we receive when discussing key person benefits is “What is a buy/sell agreement?” A buy/sell agreement, also known as...


What is Medicare Supplement Insurance?
Medicare supplement (Medigap) insurance can help pay some of the health care costs that original Medicare does not cover, like...


What is Health Insurance?
Having the proper health insurance coverage can literally be a matter of life or death. We'll make sure you're family is properly covered...


What are Group Benefits?
What are Group Benefits? Group benefits are insurance that covers a group of people who are usually the members of societies, employees...


What is Disability Insurance?
Disability Insurance, often called DI or disability income insurance, or income protection, is a form of insurance that insures the...


What is an Annuity?
Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance...


What is Life Insurance?
Life insurance pays out a sum of money either on the death of the insured person or after a set period of time. Common Types of Life...


What are Medicare Advantage Plans
What is a Medicare Advantage Plan? A Medicare Advantage Plan is a type of Medicare health plan offered by a private company that...


How To Save More Money With The Clever Rx Discount Card Save More Money Compared To Other Cards
I know there are a billion prescription pharmacy discount cards, but one that stands out to us is Clever Rx. Here’s why. You simply, on...


A Few of Our Carriers
Some of our Life Insurance Carriers Allianz Life of NY American National of NY AXA Banner Life Insurance Company Brighthouse Life Ins....
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