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Open Enrollment News
Open enrollment has begun for Medicare and individual health!
Please review these important dates: 

Medicare Open Enrollment:
October 15th - December 7th 2017

*all of our current Medicare clients have received a mailing from us to begin their process. If you are missing our letter or haven't returned it yet, please contact us as soon as possible. 

Private Health Insurance Open Enrollment and Open Enrollment: 
November 1st - December 15th 2017

All open enrollment policies will have a start date of January 1, 2018

If you haven't already scheduled a review with your Advisor, please take the time to do so now: 

For further questions or concerns, please contact our office: 
Holiday Travel Safety
As you plan to travel for the holidays, these simple preparations can mean the difference between a happy holiday and ruined one.  

Leaving the country? Your health insurance plan doesn't cover you outside of the U.S. the way it does at home. Protect yourself with GeoBlue travel insurance by Anthem.  

Affordable and easy to apply, they offer next day coverage for single trips, multi trips, and expat situations.  Perfect for missionary groups too! 

Learn more at 

Legislative Update
As we meet with clients, we are finding that many people are confused about what changes have been made to the Affordable Care Act, and are often misinformed about how their healthcare options are impacted this year. 

As your Trusted Advisors, we are in constant communication with the carriers about any changes that are coming. We will be here to help you through your choices for the next open enrollment, and will keep you informed about any changes that may affect your policy. 

As always, if you have any questions, you may contact our office or your Advisor directly at any time.  

Our busy season is upon us! We hope you all enter the Thanksgiving season with gratitude and joy. 

Thank you to our clients for your patience as we implemented a new calendar system this year.  If you haven't yet scheduled your review, don't wait until it's too late! 

I also want to say Thank You to our wonderful Administrative staff, Rachel and Belinda, for their hard work and commitment in helping behind the scenes to support our Advisors and clients day in and day out. Without you we'd be lost!  Thank You! 

Jim Roesch,  CEO and Chief Visionary Director