We walk our clients through each of the following steps involved in the process and make recommendations for each critical choice:
Medicare Part A
Medicare Part B
Medicare Part C/Medicare Advantage
Medicare Supplement Plan F
Long Term Care Policy
Travel Insurance Policy
Hearing Aid Benefit
Long Term Disability Policy
Final Expense Insurance/Burial
First to Die/Last to Die Insurance for Debts/Taxes/Children-Grandchildren Education/Charitable Intent/Estate
Medical Expenses Reimbursement Plan
*Although we are not lawyers, we will recommend several to you if you do not already work with one.
The partners at ISS are committed to providing our clients a comprehensive strategy, a roadmap if you will, so that instead of festering over unspoken areas of want, you can “fix it” by pre-planning, and then “forget it” because you know it’s been taken care of.
When you are ready to review your goals, we will meet with you in your home, place of business, or at our offices. We are able to meet in the evenings.
have found, for groups or individuals:
$3500 annual maximum, see any dentist you want,
no waiting periods, full major benefit in the 3rd year
Contact ISS to plan your Medicare and Retirement Strategy!
Toll Free 1-866-894-5143