Medicarians Reflection – Trends in the Long-Term Care and Life Insurance Markets
On April 10, HCG Secure’s founder and CEO, Tom Beauregard, had the opportunity to lead an agent roundtable at the Medicarians Conference in Las Vegas. Here, Tom shares some key insights from this conversation and points to trends and needs in the broker marketplace.
Financial Security in Retirement with Carefull
HCG Secure and Carefull have partnered to help protect policyholders and their hard-earned savings from fraud, simple money mistakes, and unexpected long-term care costs. Here, we’ll explore key strategies and considerations to ensure a robust financial foundation during retirement.
Unlocking Opportunities: Tax Season is Prime Time for Client Meetings
As spring approaches, so does one of the most pivotal periods for financial review: tax season. While many individuals associate this time with paperwork and stress, the best insurance agents recognize this period as an opportunity to connect with clients. Here we delve into why the coming months are a prime opportunity for you as an agent to engage with
Happy February 29th – Leap into Retirement Savings
As February 29th approaches for the first time in 4 years, Leap Day serves as a reminder that time is a precious commodity. When it comes to retirement planning, starting early is key. The extra day in February pushes us to evaluate our financial goals and consider how we can make the most of our time before and throughout retirement.
In Honor of National Caregivers Day
In a recent appearance on the Art of Aging Podcast Tom Beauregard, Founder and CEO of HCG Secure, discussed the need for additional family and planning supports in the long-term care and aging spaces, alongside affordable yet meaningful insurance benefits.
Tax Deductions for Long-Term Care
Long-term care can be a significant financial burden for individuals and their families. The good news is the U.S. tax code provides some deductions that can help alleviate this financial strain
Medicaid Waiting Lists and the Need for More Affordable Extended Care Insurance Options
Additional Medicaid expansion could help ease some of the stress around receiving care, but this can be a challenge given workforce shortages in the long-term care and caregiving spaces, as well as availability of additional funding. The private sector has an important role to play in easing some of the challenges to accessibility.
Health and Safety During the Holidays
It’s important to enjoy this time with those you love most, and to take proper precautions to help ensure your safety and joy throughout the holidays.
Discussing your Long-Term Care Plans with Loved Ones
November is Long-Term Care Awareness Month! It’s the perfect opportunity to plan for your long-term care needs, and discuss these needs with your loved ones; ensure everyone understands your wishes, and what roles they may play in helping you realize your care goals.
Understanding Marketing Rules and The Role of Supplements During the AEP
As agents remain focused on the annual enrollment period (AEP) for Medicare and ACA plans alike, it’s important to understand the laws and CMS regulations surrounding both MediGap policies and non-health insurance policies such as life insurance and annuities.