by Laurel | Dec 5, 2019 | Income during retirement, Retirement
Life Insurance in Retirement Most people think of life insurance in terms of the financial benefits it provides to relatives when you die. But many don’t realize that you can often use it to your advantage even sooner. Certain types of life insurance policies can be...
by Laurel | Nov 21, 2019 | Annuities, CD alternative, Financial products, Income Rider, Indexed Annuity, Insurance and Retirement Planning, MYGA
Annuities are a good investment if you are buying them for the right reasons. You can buy annuities for safety, long-term growth, or income. For example, a fixed multi-year guarantee annuity might make an attractive alternative to a CD; variable annuity might be...
by Laurel | Nov 8, 2019 | Client Spot Lights
Beau is one of the most thorough, diligent, and fun person we have ever met. He explained everything we were considering and even took unnecessary things off the table we had been considering. Highly recommended. Tom and Elaine a successful boutique real estate in...
by Laurel | Nov 1, 2019 | Client Spot Lights
I met Beau when he first moved to Hendersonville in 2010. I have done business with him ever since. I have trust and confidence in what he does. He always acts in the utmost integrity for his clients. He has always done annual reviews for us to ensure we were...
by Laurel | Oct 30, 2019 | Medicare Advantage Plans/Medicare Part C, Medicare Part A, Medicare Part B, Medicare Part D, Medicare Prescription Drug plans
Insurance agents/advisors are prohibited by law from using aggressive or deceptive sales practices to lure seniors into buying insurance policies… but that doesn’t mean it doesn’t happen. Below is a list of things insurance agents cannot do. Illegal and...
by Laurel | Oct 8, 2019 | Client Spot Lights
“Mr Singletary has been the best insurance and financial advisor we have experienced. He is always looking for the most cost effective insurance he can find for us. We also trust him with our retirement.” Silver is a well known figure in the community of...
by Laurel | Oct 7, 2019 | Client Spot Lights
Beau, was great to work with when it came time for making Medicare decisions. We received many robocalls and letters but no one took the time to come to our house and show us a comparison of coverage and cost. Being an independent insurance company and man, he showed...
by Laurel | Oct 3, 2019 | Client Spot Lights
Client Spotlight: “Beau has helped us to preserve and protect our assets allowing my small business to grow in a community we both love.” -David Stelling David Stelling owns High Country Guide and Outfitters in Boone, NC. His ambition has proven successful...
by Laurel | Oct 2, 2019 | Long Term Care insurance, Traditional Long Term Care
The typical long-term care buyer • Female, Caucasian, age 55 to 64 • Married with adult children • Working in a white-collar profession; not yet retired • College educated • Living in a metropolitan area with a population of at least 250,000 • A homeowner with...
by Laurel | Sep 26, 2019 | Medicare Advantage Plans/Medicare Part C, Medicare Part A, Medicare Part B, Medicare Part D, Medicare Prescription Drug plans, Medigap/Medicare supplement
First of all, let me address the reference to “Open Enrollment” period… AEP is not the actual Open Enrollment period in the true sense of the word and meaning! Open Enrollment implies NO HEALTH QUESTIONS. Open Enrollment when you are first turning...
