Happy New Year!!

The new year is off to a great start here at Daniel Insurance.   Following an extremely busy annual enrollment period for Medicare in the last quarter of 2011 and a new hip in December, I am off to a very busy start in 2012.   Two concerns that many of my clients have seem to be […]

Annual Enrollment Period for Medicare Beneficiaries

Hard to believe, but the Annual Enrollment Period is upon us!!   We are off and rolling with reviewing plans and helping Medicare Beneficiaries decide which plan is best for them.  This year the time to do this is October 15 – December 7th.  You are locked in to your plan for 2012 after December 7, […]

Open Enrollment Period Fast Approaching

The annual Open Enrollment Period (OEP) for Medicare beneficiaries is fast approaching.   This year the OEP is October 15th – December 7th. It is a very busy time of year for me.  I am meeting with many people to review coverage and to outline the new plans available to make sure that each individual has […]

Finding a Kindred Spirit

I went to see a Doctor last week for a minor injury.  In the process of the “getting to know you” phase of our appointment, this Doctor inquired what I did professionally. When I told him that I was in the insurance business and that I specialized in life and health insurance, he shared his […]

September is Life Insurance Awareness Month

September is Life Insurance Awareness Month!!  I am sure you are wondering why I am bothering to tell you this.   Life insurance can serve many purposes, and I wanted to make sure that you are aware of its importance. Paying any final expenses when you pass on is an obvious advantage to your loved ones […]

Is an Annuity right for You?

In the current rather crazy market conditions, Index Annuities become more and more attractive.  I realize that annuities have changed dramatically in the past decade and they are confusing and can be complex.   The simple reason that Index Annuities are more attractive, especially as you approach and enjoy your retirement years,  is SAFETY.   I will […]

Overland Court Sr. Living

Another great visit with “Buster Brown from Outa Town” at Overland Court Senior Living.     Spreading the love and bringing smiles to faces!!

Life Insurance – Do you need it??

Have you reviewed your Life Insurance needs lately?   Life insurance is an important tool for effective financial planning, retirement planning, and estate planning.   There are many different reasons to own a life insurance policy. Final Expense coverage – Simplified Issue Whole Life insurance is the most effective way to pay for final expenses.  By having […]