Blog

One Key To Longevity

As a Medicare Insurance Broker, I have the privilege of working with retirees all over the US. Some are thriving; some are struggling. One thing that everyone wants? Good health. One of the simplest things we can do to improve our health is stay physically active. Small steps over a long period of time can […]

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Homeowners Beware!

As your Medicare Insurance Broker, I encourage you to schedule a time on my calendar every year to make sure your coverage is up to date. It’s equally important to review your homeowners coverage with an independent property & casualty broker as well. Understand the deductibles, make sure your valuable items are scheduled and have […]

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How To Age Well

“Getting old ain’t for sissies,” that’s what my neighbor used to say. The good news is there are many small things we can do daily to slow down the aging process. Keep moving. Seven thousand steps or about 30 minutes of daily exercise seems to essential to staying healthy and aging well. A little bit […]

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Attention Medicare Consumers!

As a Medicare Insurance Consumer, beware of big promises from Captain Kirk, Joe Namath, Joe Montana, JJ and all the others. Big corporate call centers often promise the moon but once you sign up, you’ll rarely if ever talk to the same person again, you’ll be handed off to the dreaded “customer retention center.” As […]

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Welcome Duncan Financial Mgmt. Clients With Medicare Questions

As colleague and a friend of Jeff Duncan for more than two decades, I weclcome the opportunity to partner with Duncan Financial Management to answer questions about Medicare Insurance. Whether you are brand new to Medicare or you are a seasoned pro, it makes to review your coverage from time to time to make sure […]

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Don’t Leave Medicare Money On The Table

As a Medicare Insurance Broker, I’ve learned the importance of not leaving money on the table. Escheatment is when unclaimed property or unclaimed funds fall into the hands of the state. Amazingly, 1 out of every 10 Americans have unclaimed assets being held by the state. Use this link to find out if you are […]

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Service Makes Us Smile!

May this note find you well and giving thanks in these times of uncertainty. The Medicare Annual Election Period has ended and things are finally calming down. It’s nice to have some down time and to prepare for the new year. While with my brother at an outdoor Christmas Market a few days ago, we […]

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How To Stay Sharp As We Age

I hope this note finds you well. As a Medicare Insurance Broker, I speak with clients daily. It constantly amazes me how sharp some retirees remain. Of course genetics plays a role but so does active engagement… Playing Games. Doing Puzzles. Reading. Listening to lectures. Staying engaged, remaining active, and learning new things can go […]

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Give Thanks This Thanksgiving

I hope this note finds you well during these times of change. Holidays can still be a time of great joy despite the complications of COVID and family politics. Here are some great ideas on how to make the most of time together and how to reduce family conflict. In the meantime, don’t be suckered […]

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