Seniors
We help older adults manage their finances, particularly during retirement. They can assist with planning for retirement income, budgeting for healthcare, estate planning, and managing assets to meet long-term financial goals.
Seniors
A-Z Insurance Agency assists seniors in reviewing their healthcare needs, saving money, and receiving support for Medicare, Medicaid, and other social services.
A-Z Insurance Agency helps seniors apply for the Social Security Extra Help program, which provides assistance for the prescription drug program, Part D, as well as the Low-Income Subsidy (LIS) to help cover medication costs. Additionally, we guide seniors in navigating their insurance and Medicare options, and I help them qualify for the Medicare Savings Program, which can reduce their Part B premium to zero, putting more money back into their Social Security checks.
If they do not qualify for these programs, seniors can explore GoodRx to compare medicine prices with their plan formulary, as prices may be significantly lower. They can also contact the manufacturer for discounts or check with their doctor for free samples.
In the past, we have organized several group events in low-income housing and senior centers to promote Dual Special Needs Plans (Medicare Advantage plans). I still offer these plans and am now re-entering the Life and Annuity field to help even more people who need our services.