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Guides and updates
Plain-English explanations of the questions our clients ask, updated when the rules change.
Medicare 101 Learning Center
Twelve short videos on Medicare decisions and deadlines, in English and Spanish.
MedicareThe Turning 65 checklist: every date and document
Three months before to three months after. What to do and when.
MedicareMedicare Advantage vs Medicare Supplement, side by side
Premiums, networks, drugs, travel and switching rules in one table.
Health insuranceHow ACA subsidies actually work
Why most people who buy their own coverage pay far less than the sticker price.
Life insuranceFinal expense vs life insurance: which one do you need?
Two products with different jobs. How to tell which fits.
RetirementFive annuity myths, and what is actually true
Guaranteed doesn't mean liquid, and other things salespeople skip.
About usWhat "independent agency" means for you
Why an agent who represents many carriers gives you different advice than one who represents one.
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