Important Resources to Consider
Wisconsin Board on Aging and Long Term Care
The mission of the Board on Aging and Long Term Care is to advocate for the interests of the state's long term care consumers, to inform those of their rights, and to educate the public at large about health care systems and long term care.
Wisconsin Department of Health Services
https://www.dhs.wisconsin.gov/guide/medicare.htm
TAKING THE FIRST STEPS
We specialize in working with seniors over age 65+
No one can predict the future, but if you fail to get the information you need to plan a secure retirement, life could be difficult. Getting advice from a health insurance specialist is critical to protecting all you have worked for. SENIORS INSURED and our partner providers are ready to assist you in enhancing your financial security and health coverage.
We recommend contacting us three to six months prior to your 65th birthday or now.
Step 1: Contact Us
Click here to be directed to Mike Ratner who works in your local community. He will contact you to learn more about your situation and how to best help out. Based on your needs, Mike will work with you to determine options best suited to your situation and needs.
Step 2: Schedule A Meeting
Set aside sufficient time to share your concerns and needs with Mike to fully understand the risks you face in retirement. The meeting should be scheduled to include your significant other. Based on time, these informational sessions require a minimum of one hour.
Step 3: Prepare For Meeting
To help prepare for this meeting, you should have a basic idea of your retirement income, healthcare records and current insurance policies. The following documents would be helpful:
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A copy of your current medical insurance plan
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A list of current prescription drugs which you are taking
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A copy of your life insurance policies
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A copy of your long-term care and other health insurance policies
Step 4: Meeting
Mike Ratner along with perhaps another American Republic Insurance Services representative will meet with you in your home. During the meeting, your representative will complete a personalized assessment and present tailored recommendations.
Step 5: Keep In Touch
We would like to contact you on a periodic basis to make certain the recommended program is meeting your needs. We encourage you to contact us in the event of changes that may warrant a review of your life and health insurance program.
Lets get started today by contacting us and making your acquaintance.