Reverse Mortgage and Inflation

YouTube Video: Inflation has increased the price of just about everything, including buying a new home. For senior homeowners living in a home that no longer fits their needs, this is a serious problem. They have the option of selling their home and receiving an...

Health Savings Account – Whiteboard Video

1-Minute Video:  Video Transcript: A Health Savings Account is a personal savings account you can set up to help lower your overall medical costs. An HSA account allows you to set aside pre-tax dollars for covered medical expenses like deductibles, copayments,...

Medicare Annual Enrollment Period AEP – Video

Whiteboard Video on YouTube: When is the Medicare Annual Enrollment Period… and why is it important to you? The Medicare Annual Enrollment period runs from October 15th through December 7th each year. The Annual Enrollment Period is only extended beyond December 7th...

Medicare Marketing Videos

Whiteboard Video on YouTube: Video Transcript: To get the most out of your Medicare coverage, it’s important to understand what the different parts of the Medicare program provide and what the cost is to you. The Medicare program consists of three parts: Part A...

How to Choose Medicare Coverage: 1-Minute Video

Video on YouTube: Video Transcript: Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare, known as Original Medicare, or a...