No Compromise, Just Maximize.
Because It’s Time To Seek Financial Advice From Experts
100%
Broker Operated
10+ Carriers
Top Rated Carriers to meet your insurance needs.
Tailored Service
Individually prepared and assembled to meet your needs.
At Retire.Plus, we're thrilled to be a 100% broker-operated brokerage. We're supported by over 10 premier Medicare and life insurance carriers such as Humana, Anthem, UHC, Wellcare, Devoted, and Aetna. We believe everyone has unique insurance needs, which is why our dedicated and skilled team focuses on creating custom-tailored plans that align perfectly with your specific wants and needs. With us, navigating the complex world of insurance is smooth and worry-free. Choose Retire.Plus and experience the joy of having coverage solution designed just for you
Because It's Time to Seek Medicare Guidance
Our mission is to help you retire with confidence and live the good life in your golden years. We know that retirement planning should be personalized, comprehensive, and effective, and we're here to make that happen for you.
We Are Here To Help You Secure Benefits
Our mission is simple: We are here to help you secure the Medicare benefits that are rightfully yours. Our process is a blend of personal attention and professional expertise. It all starts with a phone call, where we gather essential information about your doctors, medications, and more. We then schedule a follow-up appointment to delve deeper into your specific needs. Following this, we conduct a thorough 'differential diagnosis' style review with our expert team, akin to doctors consulting on a patient's care. This ensures we recommend the most suitable plan that caters to your unique requirements. Finally, we present the recommended plan to you. If it aligns with your needs and you're satisfied, we proceed with enrollment. However, if your current plan is still the best fit, we'll confirm this, providing reassurance that your existing strategy is indeed the best one for your current situation. With Retire.Plus, you're not just getting a broker – you're gaining a dedicated partner committed to your health and well being.
01
Introduction Call
We kick things off with a friendly call to introduce ourselves. During this call, we aim to gather available information such as details about your doctors, medications, and any additional information as needed.
02
Appointment Setup (if necessary):
If more information is needed to fully understand your situation and requirements, we schedule a follow-up appointment. If we have all the necessary information, we proceed directly to step 3, the Expert Review.
03
Expert Review
Our team conducts a collaborative review, like a medical 'differential diagnosis', to recommend the most suitable plan for you.
04
Plan Confirmation and Enrollment
Finally, we present the proposed plan. If it's a perfect fit, we move forward with enrollment. If your existing plan still works best, we reassure you that your current strategy is ideal for your situation.
No Compromise, Just Maximize.
It's Time to Trust Retire.Plus - Your Partner in Navigating Insurance Plans from America's Most Reputable Carriers
- Humana: Founded in 1961, Humana now serves over 20 million members and is recognized for its extensive network and range of comprehensive insurance plans.
- Anthem: With over 73 million people served, Anthem is one of the largest health benefits companies in the U.S., known for their commitment to improving health and well-being.
- UnitedHealthcare (UHC): As a part of UnitedHealth Group, the largest single health carrier in the U.S, UHC serves millions of people from their earliest years through their working lives and into retirement.
- WellCare: Serving approximately 6.4 million members as of September 2020, WellCare specializes in government-sponsored health care programs, focusing on Medicaid and Medicare.
- Devoted Health: A new, innovative Medicare Advantage company, Devoted Health emphasizes preventative care and high-quality health care services with a dedicated, personalized approach.
- Aetna: Aetna, a CVS Health company, serves an estimated 39 million people and is dedicated to providing individuals, employers, health care professionals, and others with innovative benefits, products, and services.
These companies stand out for their years of service, expansive reach of plans, large customer base, and commitment to customer service.
National Life Group: A Pillar of Strength, Innovation, and Community Engagement
Carrier Spotlight: National Life Group - A Pillar of Strength, Innovation, and Community Engagement 🌟
National Life Group is not just another name in the financial services industry; it's a legacy. With a history dating back to 1848, the company has stood the test of time, weathering economic storms and market downturns to emerge as a leader in the sector. 📈 As a Fortune 500 and S&P 500 member, and one of the largest mutual life insurance companies in the United States, National Life Group's significance in the financial services industry is unparalleled. 🏆 In this spotlight, we delve deeper into the company's legacy of strength, its innovative product offerings, its commitment to community and social responsibility, and the values that guide its operations.
A Legacy of Strength and Stability 💪
When it comes to financial strength and stability, few companies can match the track record of National Life Group. Founded over 170 years ago, the company has navigated through various economic cycles, from recessions to market crashes, and has come out stronger each time. 💎 This resilience is reflected in its strong financial ratings from A.M. Best, one of the leading credit rating agencies for the insurance industry. The company's ability to honor its commitments, even in the most challenging times, speaks volumes about its strength and stability. 🛡️
Innovative Products and Services 🌟
National Life Group offers a comprehensive suite of financial products and services, including life insurance, annuities, retirement plans, and investment products. 📊 What sets the company apart is its focus on innovation, particularly its living benefits riders. These riders allow policyholders to access their death benefits early in the event of a terminal, chronic, or critical illness, providing financial relief when it's needed most. 🚑 For instance, one of their riders allows policyholders to use their death benefits early to pay for long-term care expenses. Such innovative features make National Life Group's offerings not just products but lifelines that can benefit a wide array of customers. 🌈
Commitment to Community and Social Responsibility 🌍
National Life Group is deeply committed to community engagement and social responsibility. The company is a significant player in Vermont's philanthropic landscape, supporting a variety of charitable organizations and causes. 🎗️ From being a major sponsor of the Vermont State Fair to supporting various educational programs in the state, National Life Group's community involvement is broad and impactful. 🎪 This commitment goes beyond mere corporate social responsibility; it's a part of the company's DNA and a testament to its role as a good corporate citizen. 🤝
Values and Culture 🌱
At the heart of National Life Group's success is a set of core values that guide its every action—integrity, respect, teamwork, and excellence. 🌟 These values are deeply ingrained in the company's culture, influencing not just business decisions but also interactions with customers, employees, and the community. The culture at National Life Group is one of collaboration, where employees are empowered and encouraged to contribute to the company's mission and vision. 🤗 This collaborative environment ensures that the company not only meets but often exceeds the expectations of its policyholders. 💖
🎯
National Life Group is more than a financial services provider; it's a legacy of strength, innovation, and community involvement. 🌟 Built on a foundation of core values like integrity and respect, the company stands as a model for what a financial services company can and should be. 🏅
To learn more about how National Life Group can help you achieve your financial goals, please visit our website or contact us at Retire.Plus. 📞 We are committed to helping you make informed decisions for a secure and fulfilling future.
Your feedback is invaluable, and we strive to provide the most accurate and helpful information. If you have any questions or would like to know more, feel free to reach out to us. 💌
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800–MEDICARE (TTY users should call 1-877-486-2048) 24 hours a day/7 days a week to get information on all of your options.
Bogar@Retire.Plus
702-900-3691