Flexible, complimentary resources… for you and your clients
Believing in a completely customized approach to insurance, we take the time to understand your clients’ and retiring employees’ current needs, financial outlook, and long-term goals to recommend the optimal coverage.
We’re here to collaborate on strategic Medicare planning
- Health Directions seamlessly works with you to align your clients’ healthcare coverage with their overall wealth management plan.
- We can function as an extension of a business’s HR department, helping employees age 65+ transition from private insurance to Medicare in retirement.
- Curtis and Mark are available to answer any question you might have while working with a client or employee.
Learn more and get started!
We’d welcome the opportunity to present “Demystifying Medicare”—our one-hour educational seminar and Q&A session—to you, your colleagues, or your clients. Live or by Zoom. Contact us today!