Senior Insurance Solutions And Planning Services

Prepare for life’s unexpected events with ABCD Medicare services listed below.

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Medicare, Life and Health Plans – Medicare Advantage, Medicare Supplement, Prescription Drug, Individual & Group Health, as well as Christian Healthshare plans. We represent major health carriers and work with you to help select and enroll in the plan that works for you. Our services include education and enrollment of clients in healthcare plans that suit their needs and lifestyle.


 

Investment Planning – Do you want to create a plan for a happy, stress-free future? Investment planning is a simple concept. But it can become complicated when investment choices, government regulations, and taxes are taken into account. With all the issues facing retirement income planning, more seniors will have to rely on personal savings when they retire. There are a number of options to help you prepare. Without a plan of action, many people find themselves in dire straits when it’s time to retire. Don’t let that be you. Our mission at ABCD Medicare is to help you set aside enough money during your working years to provide the income you will rely on during retirement. Consultations are free.


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Senior Planning Education – We provide educational events that are open to the general public so that we can provide information for assisting with planning your future. Seating is limited. Please visit our events page to register today. We have a number of upcoming events currently scheduled at the Better Business Bureau! Please note classes are not sales presentations. All information is for educational purposes only. Instructor info: Peter Orona.


Supplemental Insurance Planning – There are various types of supplemental insurance plans to take into consideration. Having the right type of insurance can save you thousands of dollars in medical bills. Our experienced insurance agents will help you choose the plan that will work for your current situation, as well as help you plan for unexpected problems that may occur in the future. Click here for more information about the types of supplemental insurance we have available.


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General Investment Strategies – You may or may not know that investment planning is defined as the process of making investments in stocks, bonds, or other financial instruments; these investments provide the funds that allow investments in capital goods. financial planning for your business or personal wealth management and retirement needs for the Phoenix metro area. Contact the ABCD Medicare office today to learn more about various investment planning solutions we can provide.


 

Life Insurance Options – Life insurance may be one of the most important purchases you’ll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children’s education, protect your spouse’s retirement plans, and much more. If you’re considering securing you and your family’s financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it and that’s exactly what our insurance specialist can do for you.


 

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Final Expense Preparation – Final expense needs are usually covered with a whole life insurance policy. The benefits of whole life insurance include a guaranteed level premium that can never be increased, guaranteed cash value and a guaranteed death benefit that can never be decreased. The cost of final expense coverage is very affordable, even if you have some health problems. Quickly apply for final expense insurance coverage without having to undergo any medical examination.

Ask yourself, “If I died tomorrow, could my family afford my expenses?” If the answer is no, the final expense insurance is essential. With a final expense policy in place, you can rest assured, knowing that your debts will never add to your family’s grief.

Have Questions About Your Retirement Plan? Call Peter Orona!

Enrollment is OPEN right now.