Our Resources below will provide you with additional information to develop your personal retirement strategy. Please select the “Learn More” link for the item you are interested in to access this FREE information. You may use the Comments section of the request form to ask any specific questions or to request additional information from our office.
FREE Retirement Planning Book
Learn tips and sound advice from FINRA arbitrator and consumer advocate Bruce Sankin. This updated edition of his book includes chapters on Social Security, Medicare, Life Insurance, Long Term Care, Identity Theft, Tips for Seniors, plus tips on choosing the right annuity for your retirement.
Maximizing Social Security benefits in retirement
Did you know you already own a lifetime annuity? Understanding your Social Security benefit options prior to applying for them is critical to avoid making decisions that could cost you thousands of dollars in what you receive. Planning and understanding your Social Security income benefits, in conjunction with your other retirement savings, can result in substantially increasing your retirement income and protecting your spouse’s long-term financial security.
Building Your Retirement Income Strategy
If retirement is just around the corner, or you have just began this phase of the rest of your life, learn about your options to create guaranteed lifetime income that will help you meet your financial goals. Your strategy needs to consider your lifestyle goals, longevity risk, health issues that may arise later in life, and long-term income planning for you and your spouse.
Gary began his career in the Insurance Business in Florida in 1980 and specializes in working with Retirees. He specializes in Long Term Care Planning, Medicare Supplements, Medicare Prescription Drug Plans along with Medicare Advantage Plans. Gary is also associated with Individual and Short Term Medical insurance solutions and Group Health Plans. Gary is a member of the National Assn of Insurance & Financial Advisors (NAIFA) along with the Florida Assn of Insurance & Financial Advisors (NAIFA-Florida), and has been on the Board of Directors of the local, NAIFA-Broward Association of Insurance and Financial Advisors since 1988.
Gary is an experienced Medicare Solutions Professional Helping Seniors With Their choices for Medicare coverages.
Gary educates pre and post retirees on understanding the different types of Medicare Health Plans, Annuities, Life insurance, & Long Term Care Insurance.
Gary's Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.