Learning Center

Dental Health is about more than a pretty smile

According to the Mayo Clinic, an unhealthy mouth can cause a number of very serious diseases, including:

Endocarditis, an infection of the inner lining of your heart chambers or valves.

Cardiovascular disease, including clogged arteries and stroke.

Pregnancy and birth complications, like...

Joe

12/02/2020 21:15 - Comment(s)

What is a Scope of Appointment?

A Scope of Appointment (SOA) is a form outlining exactly what plans you would like to be presented in your meeting with a Medicare plan broker. The SOA ensures that you are not “pitched” plans other than those you originally requested. This requirement was put in place to prevent Medicare be...

Joe

12/02/2020 21:15 - Comment(s)

What To Do If You've Been Turned Down For Life Insurance

A good insurance broker will very seldom submit a clients application for underwriting without being relatively certain that they will be covered. We called this field underwriting, end it is just what it sounds like: As an agent, I know your companies' underwriting guidelines and I know the rig...

Joe

12/02/2020 19:20 - Comment(s)

2021 Medicare Part B Premiums & Deductibles Are Now Available

The Centers for Medicare & Medicaid Services (CMS) released the 2021 Part B premium and deductibles recently. Beneficiaries can expect to pay slightly more in 2021.

Joe

11/30/2020 00:00 - Comment(s)

What's The "Right" Investment Allocation?

Not to confuse the question but, there is no "right" answer to this. It depends on your risk tolerance and whether you';re asking an investment advisor or an insurance professional because we all have different agendas

Even the word "allocation" has different meanings depending on...

Joe

11/28/2020 20:48 - Comment(s)