Jerry & Nancy are Independent Insurance & Retirement experts with access to all the top companies & products to make comparing prices & benefits easy!Call us for a Free Assessment
We are independent brokers with access to all the top companies and can advise you to which best fits your needs, like Medicare Advantage (Part C) Plans, Medicare Supplement Insurance Plans and additional benefits like vision, dental, hearing and prescription drug coverage.
Seniors may have a tough time finding the best life insurance policy, but worthwhile options are available. While it’s true that life insurance policies become more costly as you age, many insurers will accommodate older adults, even if you’re not in the best health.
Retirement means freedom from the workplace, but it also means living on a fixed income for an uncertain amount of time. You don't want to run out of money prematurely, so you need a plan to make your nest egg last as long as possible. Everyone's situation is different, so retirement income strategies will vary, and we are experts at helping you plan yours - Social Security, Annuity, IRA, Roth, Roth 401k and more.
Many things to consider when preparing for your future. Considering long-term care costs is an important part of any long-range financial plan, especially in your 50s and beyond. Waiting until you need care to buy coverage is not an option. You won’t qualify for long-term care insurance if you already have a debilitating condition. Most people with long-term care insurance buy it in their mid-50s to mid-60s. Whether long-term care insurance is the right choice depends on your situation and preferences.
With over 20 years of Experience, Jerry and Nancy Makison have the knowledge and skills to help you with all your retirement needs.