Frequently Asked Questions
How do I get enrolled in Medicare?
It is most advisable to contact Social Security 90 days before your 65th birth month or your retirement date, if it is after age 65.
Why would I want to convert my qualified money to a Roth IRA?
It's best to convert while taxes are low. Additionally, your spouse and children won't have to pay income tax on these inherited accounts if you have converted them prior to your passing.
What services do you offer to address long-term care and other risks?
We offer a variety of services to help you manage financial risks. For inclusive dental plans, we have options that do not require a network. For long-term and short-term care, we provide various options to help mitigate these risks as part of your retirement and estate planning.
Which states are you licensed in?
We are licensed in Nebraska, Wyoming, Colorado, South Dakota, Iowa, Missouri, Kansas, Texas, and Florida.
