Downloading '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 one only includes Medicare. To download our standard TBR versions, please complete the information below. You'll have the option to select which version you'd like.
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.