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The new 30-minute consultations can be conducted in the home or virtually, and include an analysis of clients’ individual circumstances allowing them to make more informed choices. Bookings for personal consultations are now being accepted via an online portal.
More details can be found at: https://calendly.com/retirementsuitabilityassessment/medicare
The USA benefits landscape has become increasingly complex, with many individuals struggling to navigate through the enrollment process. Recognizing these frustrations, Living Legacies launched the new Medicare review program in an effort to provide affordable advice.
Broadly speaking, the federal health insurance initiative known as Medicare is available to all Americans once they turn 65. However, there are several options available when it comes to enrollment in Medicare. As a recent report from Forbes points out, understanding how each of these options can affect an individual is more difficult.
Given the financial situation of many retirees, Living Legacies understands the importance of making the correct choice. The complimentary new suitability review is customized around the specific circumstances of each client, helping them understand the advantages and disadvantages of each option, relieving many of the challenges faced during the enrollment process.
In addition to Medicare reviews, the agency also provides a range of financial planning services for retirees or those who are transitioning to retirement. Solutions include life insurance, retirement planning, mortgage protection, burial and final expense provisions, and several other state-regulated programs.
About Living Legacies LLC
President and CEO Lynnette Upchurch has over 20 years of experience working with federal government agencies, including Social Security Administration, Department of Veterans Affairs, and the Office of Personnel Management. She formed Living Legacies in order to help clients from disadvantaged communities navigate the complex regulatory environment.
One satisfied client recently stated: “Lynnette and her staff at Living Legacies, LLC were so courteous and professional. Prior to our consultation, I had been denied 3 times by various insurance carriers. Lynnette took the time to explain all my options and determined the carrier best suited to meet my needs. I would definitely recommend her to anyone who needs a knowledgeable advocate.”
Interested parties can learn more by visiting: https://calendly.com/retirementsuitabilityassessment/medicare
Contact Info:
Name: Lynnette J. Upchurch
Email: Send Email
Organization: Living Legacies,LLC
Address: 1020 Park Ave Suite 1008, Baltimore, MD 21201, United States
Phone: +1-410-297-0133
Website: https://livinglegaciesllc.org/
Release ID: 89074698