We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!
Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
We are excited to announce that Senior Financial Security, Inc. and Bucket List Wealth, LLC, have partnered with David Bach, best-selling author of “Smart Couples Finish Rich” to bring you this special seminar! Whether a newlywed, a couple planning for retirement or already retired, this timeless classic provides couples with easy-to-use tools that cover everything from credit card management to detailed investment advice to long term care. Together you’ll learn why couples who plan their finances together, stay together!
Each attendee will receive a complimentary copy of David Bach’s latest version of “Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner.”
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment.
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Senior Financial has served their clientele here over 27 years. Our speakers will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
Due to the popularity of this workshop, available seating is limited and reservations are required. Please respond immediately to guarantee a seat.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
We specialize in Estate, Financial and Tax Planning for Singles!
|
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
Senior Financial Security, Inc. invites you to our first “SIPS AND SCRUBS” event
What’s all the buzz about essential oils?
How can you use them to support health and wellness?
Can oils help with sleep, mood, and immune support?
As always, this event is FREE and you do not have to be a client to attend.
Space is limited so RSVP quickly!
Hosted by Jean Dorrell and Senior Financial Security, Inc.
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Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Hosted by Jean Dorrell and Senior Financial Security, Inc.
|
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, too!
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This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.
First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, too!
|
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.
First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and Congress’ plans for our country. If you are like many American women, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, a Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News. Jean appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a Villager herself and has served her clientele here for over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles and Divorcees, too!
|
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. No meal is served so that you may leave at your convenience.
First 20 callers will be entered in a drawing for a complimentary makeover. Compliments of Salon Jaylee. Must be present to win.
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a seven year Villages resident and has served her clientele here over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, global uncertainty and President Trump’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Our speakers include Jean A. Dorrell, Certified Estate Planner, a Published Author and Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, appeared on Fox 35 “Money Watch” over 30 times as The Smart Money Gal. Jean is a seven year Villages resident and has served her clientele here over 28 years. Jean will inform you about recent changes in Federal and State laws which allow the government to tax up to 70% of your IRAs.
This is a MUST seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs. This is also a MUST if you are a Widow, Widower or Single Retiree. We specialize in Estate, Financial and Tax Planning for Singles, too!
|
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.
Are you ready for some spooktacular fun?
Jean Dorrell is hosting everyone!
Come enjoy food, drinks, and dancing on Halloween night
With a costume contest and prizes for even more delight!
You’re invited to come party with the Senior Financial crew!
It’s our way of saying thanks for all that you do!
Time: | 5:00-7:00pm |
Location: | American Legion 699 W Lady Lake Blvd. Lady Lake, FL 32159 |
Please RSVP by Monday, October 21st
Call 352-307-8652 or email Jessica@senfinancial.com
Save time and RSVP online!
As always, this event is FREE and you do not have to be a client to attend.
Call 352-307-8652 or email Jessica@senfinancial.com
Error: Contact form not found.
How to bypass probate without expensive legal documents: A DIY fool-proof way to save money, prevent probate and cut out attorneys!!
Hosted by Jean Dorrell and Senior Financial Security, Inc.
Join us December 6th to enjoy lunch and learn more about how to save yourself time, money and stress!
As always, this event is FREE and you do not have to be a client to attend.
Call 352-307-8652 or email Jessica@senfinancial.com
Error: Contact form not found.
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
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The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
HOW WE DO IT: The reason we can help you pay the lowest premium for your Medicare supplemental policy is…Technology. We have a unique quoting tool that we are going to demonstrate on March 12 and 13 which will show you how much you can save for the same coverage. We plug in your age, gender, zip code, smoker/non-smoker, marital status, etc. and, in a few seconds, we will find the lowest premium available for plans F, G, or N. Remember, the only thing that matters when you buy a Medicare supplement policy is the premium. We all have been there. It’s like shopping for a new car. You can visit a bunch of Toyota dealerships, all with the same exact car, but all that matters is the price! Why pay more for the exact same coverage? The coverage from insurance companies like Cigna, United Healthcare, Mutual of Omaha, etc., is all the same-all that matters is your monthly premium and we want to help you find the lowest premium possible for excellent coverage.
WHAT’S THE CATCH?: Unlike Medicare Advantage, there is no enrollment period, but you do have to qualify medically, so if you’ve had a heart attack, stroke, cancer, kidney disease, or any major illness in the past 24 months then you will not be able to switch. If it’s been over 2 years then you will likely qualify. Normally, out of every 10 applications we submit, over 80% are approved. Plus, it only takes about 15 minutes to complete an application and costs you nothing to see if you are approved by a lower cost insurance plan. Once you are approved, you can start paying less than you are now-pocket the difference or use it for something more fun than paying insurance premiums!
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
LOCATION
PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.) |
The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.
Reserve Your Seat Today!
Please complete the form below. Once we receive your information we will contact you to confirm your reservation.
Error: Contact form not found.