Keeping Your Medicare Plan for 2027?
Check These 7 Things First.
Medicare can be complicated, but it doesn’t have to be. Knowing what to look for—and what questions to ask—can make reviewing your coverage much easier. This free guide breaks it down into seven simple questions to help you better understand your Medicare coverage and decide whether the plan you have is still right for you.
What would you most like to know?
I’ve put together a short, plain-English guide to help you think through that question – and several others – before deciding what to do next.
What the Guide Helps Them Consider
Before You Automatically Renew, Consider This...
Your CD doesn’t exist in a vacuum. The right decision depends on what you want the money to accomplish.
The free guide will help you think about questions such as:
- Will you need access to this money?
- Is generating income important – or are you primarily looking for growth?
- How important is safety and protection from market losses?
- Are you paying taxes each year on interest you aren’t using?
- Could some of this money eventually be needed for future care or passed on to family?
- Does automatically renewing your CD still make sense for what you want today?
There isn’t one right answer for everyone. That’s the point.
About Rick
A Little About the Person Behind the Guide
Hi, I’m Rick Bronstein.
I began my insurance career in 1977 and have spent much of that time helping people approaching or enjoying retirement make informed decisions about their Medicare coverage and retirement money.
Over the years, I’ve learned something important:
A good recommendation starts with good questions.
Before I recommend anything, I want to understand what you’re trying to accomplish. Sometimes that leads to a new solution. Sometimes the best advice is to leave things exactly as they are.
My job isn’t to convince you to buy something. It’s to help you understand your choices so you can make a decision that’s right for you.
Rick Bronstein, CSA®, CLTC®
Get Your Free 5-Minute Guide
Your CD Is Maturing. Now What?
7 Things to Consider Before You Automatically Renew.