Archives: Portfolio Items

Health

Health

  2020-2021 HEALTH INSURANCE PLANS Coronavirus (COVID-19) update: Have you lost your job and your employer’s health insurance because of the COVID-19 outbreak? Whether or not you lost your group coverage due to COVID-19, you may qualify for a Special Enrollment Period (SEP) View a complete list of Enrollment Dates below. Life Changes …. Does Your Health Place Meet Your Family, Small Business, Individual Needs? Looking for 2020 and 2021 coverage? Start here and Contact MaryWongIns@gmail.com and/or call 415-793-7979 to find out if you qualify for a Special Enrollment Period Marketplace Open Enrollment starts November 1st and closes December 14th 2020. You Need to Enroll . Email MaryWongIns@gmail.com and/or call 415-793-7979. When you call please […]

Education

Education

Plan for Higher Education A good education is essential for your children’s future. Do you have questions on the cost of college and how to prepare to pay for it? The dilemma of helping your young adult obtain a good education at the right school with the most relevant major? My goal is to help you and young Americans obtain a bright future. We have options and information to offset the high cost of college by utilizing proven strategies to help reduce a family’s “out-of-pocket” costs… Based on a family’s specific financial situation, we determine strategies that will reduce the family’s “Expected Family Contribution” (EFC), thereby qualifying the student for […]

Retirement

Retirement

Whether looking for individual or family health plans, covering you and or your family’s health and medical needs can one of the most important decisions you can make. Understanding and choosing the right health plan coverage should be easy and understandable. Let us help you find the right solution that’s understandable, affordable, and gives you the peace of mind knowing you and/or your family is covered.

Medicare Supplement

Medicare Supplement

With the increasing life expectancy and growing number of retirees, there’s a major need for helping pay for medical costs that original Medicare doesn’t cover. That’s where Medicare suppliment (or also known as Medigap) can help. Sometimes in this stage of life, navigating through the coverage confusion can be challenging and potentially costly. Don’t let coverage deadlines, and lack of understanding prevent you or your loved ones in need of Medicare and / or Medicare suppliment from getting the proper coverage. Yes, you know that you’re eligible to enroll in Medicare after age 65, but what’s not so well known is how to actually enroll and start receiving benefits. Call […]

Disability

Disability

In life, we never know when a wrench can be thrown into our daily routine – especially when it prevents you from working, and bringing home the paycheck. With disability insurance, your income in protected from the very real possibility you’ll become disabled for a period of time during your career, whether due to injury or illness. you can rest assured your earned income is insured against the risk that disability creates a problem for you to complete your core functions at work.   Click here to download 5 reasons for income protection  

Life

Life

The importance of protecting your life, your family’s future, and their well-being is often overlooked. Knowing you have the right plan in place will not only help financially secure future generations to come but give you the right peace of mind. Beyond protection, there are many additional benefits to having the proper life insurance while journeying through life. Our knowledgeable agents can help you understand the different options, and build a solution that’s right for you. Never Miss a Moment – Save for the Future Your Family

Long Term Care

Long Term Care

Life Happens: Never Miss a Moment The unexpected can and will happen, no matter what stage of life you are living. Long term care can be affordable and attainable. Let us find the right solution for you and your family. One of the major concerns today regarding aging Baby Boomers is how we are going to care for them in their golden years. What is the projected cost per month? per year? Who will care for our loved ones while we busily work day in and day out?