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Retirement

Patty Helps Client Transfer 401(k) to a Fixed Index Annuity

June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.

Annuity Do’s and Don’ts for Retirement Planning

If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.

Estimate Your Total Premiums with the 2022 Medicare Cost Worksheet

We’ve updated our Medicare Cost Worksheet to help you calculate your total costs for insurance in retirement. Compare costs for Medicare Supplement plans, determine if your income will trigger a premium adjustment, and create a complete Medicare action plan.

New to Medicare? Get the Turning 65 Checklist

If you’re searching for what to do before turning 65 – or, you’re thinking, “I’m 65… now what?” – this Medicare checklist is for you.

What to Expect at a Medicare and Retirement Planning Seminar

The fastest way to make sense of Medicare is to get some education from an expert in the field. If you’ve been considering signing up for an upcoming event, here’s a look at what to expect in a Medicare 101 and retirement planning seminar.

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Tom Gallion

Tom Gallion

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Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.