OUR SERVICES
OUR SERVICES
Coverage for YOUR Unique Needs!
Medicare Insurance
Medicare Advantage or Original Medicare with a Supplement and a Prescription Drug Plan (Part D). We start from creating your online accounts with Medicare.gov and SSA.gov, help you to enroll in Part B for Medicare, activate your Social Security Benefits and enroll you in Medicare.
Confused About Medicare? Click Here To Watch Our Medicare 101 Video
We will contact you yearly to review your plan enrollments. We want to make sure you are paying an affordable premium and you have to proper drug plan that fits your needs. We refuse to leave you hanging. We will be here for you every step of the way to ensure you are taken care of and can enjoy your retirement to the fullest!
Under 65 Medical Insurance
Medical insurance for individuals under 65 years old is typically referred to as individual or private health insurance. This type of insurance is typically purchased by people who are not covered by employer-sponsored health plans or government-funded programs such as Medicare or Medicaid.
The cost of Individual health insurance plans and the coverage of these plans can vary greatly depending on factors such as age, location, and health status. Some common types of individual health insurance plans include HMOs, PPOs, and EPOs. We can take care of under 65 medical insurance enrollments. We are contracted with private insurance plan carriers and ACA Marketplace carriers.
Hospital Indemnity, Heart/Stroke/Cancer Plans, Dental/Vision/Hearing Insurance
Hospital Indemnity - If you are in a Medicare Advantage plan and need some copayment/coinsurance assistance, then a hospital indemnity plan is what you need to fill in the gaps left behind that your healthcare plan doesn't cover. We also offer hospital indemnity plans for under 65 to help cover the gaps as well.
Heart/Stroke/Cancer Plans - Does cancer or heart issues run in your family? We offer plans that will assist with covering the out-of-pocket costs associated with treatment, travel and expenses related to your treatment or a dream vacation to spend time with your family before the inevitable happens.
Dental/Vision/Hearing Insurance - We offer coverage for all ages (see bottom of page for VSP and Delta Dental). We offer many other plans besides the two listed on this page. Please call for more information.
Short-Term and Long-Term Coverage
Do you have family that can take care of you when you are unable to take care of yourself? Have you thought about what you would do if you had surgery and needed assistance afterwards?
What if you developed dementia or Alzheimer's and can no longer care for yourself? You can take the burden off your family by planning in advance. We can assist you in filing your claims with ALTCS for state assisted long-term care, as well as private long-term care insurance.
Life Insurance (Whole Life and Term) As Well as Final Expense/Burial or Cremation
Most individuals are underinsured when it comes to their person. We are quick to insure our phones, our homes and our cars, but we often forget to insure ourselves. We are the most important thing to our loved ones who depend on us, don't overlook how valuable you are to your family.
It's ideal to carry enough insurance to cover all your debts, your home and your cremation/burial costs. We don't want to leave our spouse, children or loved ones with a financial hardship when we pass on. If you have life insurance already, it's a good idea to review your coverages every couple of years. Your needs may have changed and you may find yourself under insured.
Retirement Income Planning and Converting Your 401k/403b Into an Annuity
Are you afraid of market volatility? What if the market is doing fantastic and gaining, to then plunge into a bear market? Are your finances protected in retirement? When you reach retirement age, it's time to start protecting those assets and putting them into lower risk accounts.
Estate Planning (Living Wills, Last Will and Testament, Healthcare and Financial Power of Attorney, Transfer on Death Deeds) and We Are a Full-Service Mobile Notary
Estate planning is the process of organizing and preparing for the management and disposal of a person's assets and property during their lifetime and after their death. This can include creating a will, setting up trusts, assigning power of attorney, and making end-of-life decisions. The goal of estate planning is to ensure that a person's wishes are carried out and that their assets are distributed according to their desires, while also minimizing any potential taxes or legal fees.
Traveler’s Insurance for Those on the Go
Don’t be stuck in a foreign country without coverage. Most health plans that originate in the United States will not cover you in a foreign country. Make sure you have adequate coverage if anything happens to you or your family when you need it the most!
E & O Insurance
E&O Insurance, also known as Errors and Omissions insurance, is a type of professional liability insurance designed specifically for insurance agents that provides broad liability coverage options to help protect agents against the high costs associated with a covered E&O claim.
Apply for the BCS Select Errors & Omissions Program online in minutes and receive instant proof of insurance.
GET A FREE CUSTOM
LIFE INSURANCE PLAN
Click the Button Below To Request Your Custom Life Insurance Plan Today!
GET A FREE CUSTOM
LIFE INSURANCE PLAN
Click the Button Below To Request Your Custom Life Insurance Plan Today!
Client Testimonials
I have known Stacey for many years and fully recommend her. She is committed, thorough, and dedicated to your success. You are in good hands!
Brett Smith
I've known Stacey over 30 years. She is dedicated, diligent, and determined to serve her clients with honesty and integrity. She loves helping people plan for their financial future.
Marian Murphy
Stacey and Clarissa are SO knowledgeable, thorough, patient and kind! I would highly recommend their array of services 100%!
Lorell Black
Sentinel Retirement
Services, LLC
Currently licensed in 22+ states
CA License # 0M96516
National Producer License# 19165137
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