Get Yourself a Team!

By Thomas Shultz

March 1, 2018

Steve and Judy (names changed for privacy) were meeting with one of our Medicare planners to assist them in selecting the most appropriate Medicare health plan for them both, as they were college sweethearts and both were turning 65 within a month of each other. They each selected a plan from all the choices they were educated on at the meeting and we assisted them in filling out the paperwork so that there would be no issues with the application when it arrived at the carrier’s office for processing.


“Thank you so much, you have made this process so simple!” they both gushed, extremely happy with our service. But, it didn’t end there. A month later we received a call from Steve and he wanted to meet on other areas of retirement. At the meeting, he and Judy had a laundry list of retirement questions on estate planning.


“We’re tired of having to call several different places where we have our accounts. It’s just too hard to remember where everything is” they complained.
At the meeting, they were introduced to several members of our team who were specialists in all areas of retirement. Further meetings were arranged so that they could start their education on all their choices. “We want the same education on these other choices that we had with Medicare so that WE can decide which options for retirement are best for us, not what somebody else chooses for us” they explained.


The real reason they were pleased is that now they had one number to call to speak with any of our team on any particular issue for retirement. Furthermore, a book was prepared for them that had a tab for everything they planned for retirement at their fingertips all in one place. Over the course of the next few months, they found out what their alternatives were for Long-Term Care. They found that buying a Long-Term Care policy was not the only way to insure coverage if one of the two of them needed coverage.


We also assisted them with alternatives to their finances. Another team member helped them understand that having your retirement money in the stock market wasn’t always the safest way to protect your retirement nest egg and that there were alternatives that paid good dividends without the exposure to a sudden market collapse. After only a few months, they had covered all the areas of retirement and more importantly, they made decisions so that they could now relax and enjoy life, knowing that every contingency was planned for, and documented.


So, are you tired of all your stuff being in different places with different advisors?Wouldn’t it be easier to have just one number to call to discuss all your retirement needs? An expert in each area of your retirement all in one firm? Give us a call.

Are you prepared financially for retirement, preserving your legacy, or a medical emergency?