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174 South Road, Enfield CT 06082

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Medicare and retirement planning tips for Connecticut seniors

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Senior Planning

Improve Your Financial Position

Clients are better off after they’ve met us Nobody is perfect We understand your situation and work very hard to put you in the best financial position We have ideas/products

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Senior Planning

Low-Risk Financial Products for Seniors

Financial products for seniors that perform better than the bank Seniors typically don’t want to take large financial risks Banks usually have low-interest rates The Senior Source are the safe

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Senior Planning

The Senior Source Since 1992

How long has the Senior Source been in business? 26 years – Started in the business just after college Has many years experience in long-term care, life insurance, annuities, and

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Senior Planning

If Your Insurance Broker Retires

What happens if your insurance broker dies or retires? The agency will continue There are people who will be in place to continue the business Learn more about our team

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Senior Planning

Medicare Programs for Low-Income Seniors

Medicare programs for low-income seniors There are programs available through the State for low-income seniors Couples save $7000 per year. Individuals save $3000 per year Senior Source can do all

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Senior Planning

Choosing a Medicare Agent

Questions to ask when choosing an agent to help with Medicare How long have they been in business? Do they represent the major companies in Connecticut? Do they have access

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Senior Planning

When to Apply for Medicare

When should someone start looking into their Medicare options? You’ll start receiving a lot of information approximately 8 months before you turn 65 Senior Source recommends you begin to actively

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Senior Planning

Why Work With The Senior Source?

Why people work with the Senior Source 26 years experience Most clients come from referrals from satisfied customers You can’t last in the insurance business if you don’t serve your

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Questions about your coverage?