Make the step to make sure you are insured correctly
“You don’t have to see the whole staircase, just take the first step”.
Martin Luther King Jr.
Please let our representatives and specialist discuss with you specific steps for success in areas that impact your wealth, health and life-legacy!
What are your questions?
Frequently Asked Questions
Medicare Questions
We not only service our clients but educate them on all aspects of MEDICARE. From Original Medicare to ‘filling the gaps’ with Supplements, Advantage Plans, and PDP Plans – we make sure you are covered in the best way with comprehensive care.
Long-Term-Care
Long-Term-Care is a serious matter to discuss. We take a look at each one’s situation, life experience, health questions, and eligibility. Do not ‘assume’ that you cannot get coverage. It is an essential process to identify the best LTC plan for you.
Life Insurance
From Infants to 85 years old, from those who are healthy to those with serious health conditions, we FIND the greatest coverage possible so that when ‘death occurs’ you have your financial needs met.
Retirement Strategies
Our team has a tremendous commitment to helping each client find and experience their own financial freedom. We work with younger individuals/couples to those stepping into retirement to help them ask the greatest questions and resolve any concerns to put in place every possible means to guarantee strategies that find the greatest results. From Insurance products, Annuities, and Managed Money – our team will seek to find your sweet spot for financial freedom.
Partnerships
If our YOLO team can’t do it – we partner with those who can offer expertise in the areas you need. Our ‘one-stop-shop’ approach will help our clients be able to consolidate and know where everything is in their wheelhouse and portfolio. Let us help and our team of partners.