“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … Read more
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Get Ready Podcast: Improving Life Insurance Review Best Practices with Technology
“The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do” – Mike Pepe In this episode of GET READY!, I spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance … Read more
Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness
“Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve.” – Roshni Chowdhry “Financial literacy is the first step, … Read more
Health Insurance and Medicare Open Enrollment 2019
Medicare open enrollment is October 15 to December 7, 2019 (here). Individual health care coverage open enrollment on is November 1 to December 15, 2019 for the Federal Health Care Insurance Exchange at healthcare.gov. healthcare.gov is used by residents of Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, … Read more
Get Ready with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse
Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources – Neil Granger In this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder … Read more
GET READY For Open Enrollment
Once a year, usually in late October or early November, a strange phenomenon occurs that is known as open enrollment. For most employees, open enrollment is where they can practice the fine art of pretending that if you ignore something, it will go away. However, what most employees don’t realize is that in this case, … Read more
Time to review your financial first aid kit
Amazing how fast this year has gone by. With the end of the year approaching, there are many financial items that will need addressing including open enrollment for health insurance and employee benefits, retirement contributions, reviewing your budget and end of the year charitable donations and other tax planning items. This makes October the perfect … Read more