Medicare Insurance Broker
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 […]
Read MoreAs 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 […]
Read MoreAs 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 […]
Read MoreMay 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 […]
Read MoreI 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 […]
Read MoreI 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 […]
Read MoreI hope this note finds you well and looking for ways to bring joy to others. As we age, getting good sleep can become more and more challenging. Do not underestimate the importance of great sleep hygiene: Simply steps like going to bed at the same time every night, avoiding caffeine after 4, keeping electronics […]
Read MoreAs a Medicare Insurance Broker, clients call me daily asking about all the “free Medicare benefits” they keep seeing on TV. Jimmie Walker as JJ on the TV Show “Good Times.” Joe Namath the quarterback. Would you call them to review your Medicare? Of course not! They’re actors pitching HUGE BENEFITS… Benefits that, in reality, […]
Read MoreAs a Medicare Insurance Broker, I speak with clients across the country on a daily basis and it gives me a window into living well and the importance of trying new things. It’s so easy to develop routines that are helpful and routines that are a hindrance to our contentment and our growth. Trying new […]
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