Sharing our 'Managing Healthcare Expenses in Retirement' is a great tool to use with your clients. It's important to discuss the rising costs of healthcare when determining their insurance needs. We also recommend downloading our Client Needs Assessment at the bottom of this page.
There are two guides available. One includes a section on Medicare, Long-term Care and Whole Life Insurance, the second focuses strictly on Medicare. To receive our standard TBR version, please complete the information below.
To request a branded version for your agency, please complete the form below. We will include your information and logo and email it to you.
Download our Client Needs Assessment form to determine what insurance products your clients would benefit from.