Do you charge a fee?
How does the insurance broker get paid? We get paid by the companies we represent All insurance companies that sell Medicare products in CT pay every broker the exact same amount of money in commission This eliminates the unscrupulous broker from pushing particular products just for the money With investments and life insurance, commissions are […]
Medicare doesn’t cover eye wear, hearing aids, and dental. Are there solutions?
Options for dental, eye care, and hearing that traditional Medicare does not cover Some Medicare Advantage plans have all of these options Some Medicare Advantage plans have partial coverage If you have traditional Medicare, there are supplemental plans Husband and wife can be on different plans, depending on their needs
Are there affordable Long term care options for seniors?
Affordable options for Long Term Care insurance Long Term Care insurance can be very expensive A “short-term” long-term care plan is an option Short term LTC plans have benefits from 100-300 days Nearly 90% of people that go to a skilled nursing facility are there for 1 year or less A short-term LTC plan can […]
Aren’t all life insurance policies the same?
Why would you ever consider switching life insurance after age 65? With most policies, you do not get the death benefit and the investment value If you have had a policy for a long time, there are products where you can have the death benefit and a cash value
My goal is for you to be better off than before I met you
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 that help people find extra cash
Are there investment products that are low risk? Can you do better than the bank?
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 money people We don’t believe in risk but do believe in return We have products that average 5-6% per year return – If you are […]
How long have has The Senior Source been in business?
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 investments
Who would take care of your clients if something happens to you?
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
Are there Medicare Programs available for low income folks?
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 the paperwork
How should I go about choosing an agent to help with Medicare?
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 to different products to provide their clients with options? Get referred by someone you trust