Traditional Medicare vs. Advantage
The Difference Between Traditional Medicare and Medicare Advantage When turning 65, you find yourself overwhelmed with information It can all be very confusing Traditional
Medicare Advantage Copays: What to Know
How to protect yourself from higher co-pays with Medicare Advantage You give up a few things to gain a zero premium Some plans have
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
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
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
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
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
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
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
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
Life Insurance: What’s the Difference?
Why would you ever consider switching life insurance after age 65? With most policies, you do not get the death benefit and the investment
Affordable Long-Term Care Options
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
Medicare Dental, Vision & Hearing
Options for dental, eye care, and hearing that traditional Medicare does not cover Some Medicare Advantage plans have all of these options Some Medicare
How Does The Senior Source Get Paid?
How does the insurance broker get paid? We get paid by the companies we represent All insurance companies that sell Medicare products in CT
Bond and Stock Allocation for Retirement
For decades bonds have been the stock market’s loyal partner. Conventional wisdom suggests a 60% – 40% stock to bond allocation for long term
Working Past 65 in Connecticut and Your Medicare Enrollment Checklist
Turning 65 while you are still working does not produce the same Medicare decision for everyone. Your employer coverage, your spouse’s coverage, and your
A Medicare Annual Review Checklist for Connecticut Residents
A Medicare plan that worked well this year deserves another look before next year begins. Your medications, doctors, travel plans, and budget may have
Reviewing Your Life Insurance Before Retirement
Retirement changes the question life insurance needs to answer. Earlier in life, the main concern may have been replacing a paycheck. Later, you may
Questions to Ask Before Buying a Fixed Annuity in Connecticut
A fixed annuity may come up when you are looking for predictable interest or planning retirement income. Before comparing a quoted rate, decide what
Medigap Plan G vs Plan N in Connecticut
Comparing Medigap Plan G and Plan N in Connecticut starts with one practical question: how much are you willing to pay each month in
Moving to Connecticut with Medicare
If you are moving to Connecticut and already have Medicare, review your coverage before moving day. Original Medicare and private Medicare plans handle a
Medicare for Connecticut Snowbirds
Spending winter outside Connecticut can change where you receive care, even when your permanent home stays in Enfield. Before you leave, check how your
How to File a Life Insurance Claim in Connecticut
To begin a life insurance claim after a death, identify the insurer and request its claim instructions. Then gather the documents it requires and