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Holiday Hours
Our office will be closed  
Monday September 4th 
in observance of Labor Day.
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 will be receiving a mailing from us to begin their process. Please be on the lookout this week for a letter from your Advisor. 

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: 
September is Life Insurance Awareness Month
Life insurance is something we strongly believe everyone should have.  

No one really wants to think about life insurance. But if someone depends on you financially, it's a topic you can't avoid. In the event of a tragedy, life insurance proceeds can:
  • Pay for funeral costs
  • Help pay the bills and meet ongoing living expenses
  • Pay off outstanding debt, including credit cards and the mortgage
  • Continue a family business
  • Finance future needs like your children's education
  • Protect a spouse's retirement plans
Getting life insurance doesn't have to be hard (or boring). We have some easy steps for you to walk through to see if life insurance is right for you. You'll also find information and interactive tools to help you get a sense of how much and what kind to buy, plus information about how different life events-such as having children or buying a home-can affect your insurance needs. So why not get started!

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


The Importance of Vision Care
"The eyes are a window to the soul"....and to your health!  

 A regular eye exam is important at all stages of life, and not just to ensure clear sight. An eye exam can provide early detection of disease and prevent major health problems. 

  • Wide selection of frames
  • Largest doctor network with 36,000 to choose from
  • Lowest out-of-pocket costs in the industry
Updating Your Beneficiaries

I often hear a young person say "I don't need life insurance yet". I couldn't disagree more.  It's never too early to think about putting a policy in force, and there is a need for life insurance at every stage. Talk to your Advisor today about what you can do to plan for the future and protect your loved ones. 

Learn more about who needs life insurance HERE

Jim Roesch,  CEO and Chief Visionary Director