Estimate Your Total Premiums with the 2023 Medicare Cost Worksheet
Create a complete Medicare action plan with this easy-to-use worksheet.
How Much Income Will a $250k Annuity Pay Per Month?
Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?
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.
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.
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Here's what our clients say…
First off, my wife and I feel that Patti Gogerty has a very good understanding of the Medicare supplement insurance field. Patti also impressed us with her focus on keeping the insurance costs low for her clients. Lastly, our office appointments went like clockwork. Patti had everything all laid out.
Customer since 2015
Meet Our Agents
Janet Johnson
Insurance Agent
Janet Johnson has been helping seniors choose their health insurance for 30 years with Sams/Hockaday & Associates, and will be happy to help you with all your insurance needs.
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