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Preparing for Open Enrollment
This time of year we have a lot of questions about when it will be time to shop for a new health insurance plan.  
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

Your Advisor will be in contact with you prior to open enrollment to schedule your consultation call. 

Be sure we can reach you!  If your phone number, email address or home address have changed in the last year, please update it with our office as soon as possible. 

For further questions or concerns, please contact our office: 
Welcome Belinda! 
We have a new Administrative Assistant, Belinda Myers . Belinda will be assisting Rachel to fulfill our administrative and service needs. Belinda comes to us with a rich background in the industry and we are excited to have her on board! 

Legislative Update
So now what? 

Individual health seems to be continuing on in it's current state until something is done. Some carriers have pulled out of the market, others are making changes to try and remain in the game. 

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.  


Long Term Care: Why You Should Care
Long term care planning can be daunting if you don't know what it is or how it works. 

We find that many of our clients are under the assumption that long term care plans are just there to "put someone in a nursing home" and nothing more. 

The truth is, as the face of long term care, skilled nursing, assisted living and in-home care has evolved, so have the insurance policies. Today's Long Term Care plans are designed to help a family pay for the cost of care no matter where it happens. They can dovetail with life insurance in the event that assisted care isn't needed, and can help pay for a variety of services. Most of all they provide caregivers with the respite they so often need.  

Planning for your care or the care of a loved one doesn't have to be painful. Take some of the uncertainty out of the future and talk to your advisor today. 

Open Enrollment Note
As we approach our busiest season, I wanted to take a moment to thank each of you. 

Our clients are the heartbeat of our business and we strive to do our best each day in serving you with care and respect. We appreciate each of you and thank you for your continued business. 

Our market faces many changes and struggles, but we are committed to staying the course for you. Any referrals, suggestions or comments are always welcomed as we grow to become better each day. 

Jim Roesch,  CEO and Chief Visionary Director