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 Welcome to our resource page. On this page, we provide free   resources in each category. Our goal is to educate our clients so   they can make informed decisions about their retirement,   insurance, and health plans. Click on the category below to   navigate to the relevant section.

After requesting your desired guide or ebook, you will receive a copy of the resource in your email.

Welcome to our resource page. On this page, we provide free   resources in each category. Click on the category below to   navigate to the relevant section.

After requesting your desired guide or ebook, you will receive a copy of the resource in your email.

Health Medicare, Long-term care, Disability

Pre-Recorded Webinar

Resources
Register Here

Medicare 101 Handbook

Resources
Request Here

Medicare Part B Enrollment

Resources
Request Here

Medicare Part A Enrollment

Resources
Request Here

Request Social Security
Guide

Social Security

Request Long-term care Guide

Social Security

Request Medicare Tips Guide

Resources

Wealth Annuities, Financial Freedom, Retirement Planning

Estate
Checklist

Estate
Request here

Retirement GUIDE

Retirement
Coming Soon

Legacy Life Insurance (coming soon)

YouTube

Policy Engineer

Policy Engineer is the new era of insurance education! We dedicate this YouTube channel to educating the masses on all things financial services!

Policy Engineer
Are you a business owner and tracking your expenses? You should be for this tax season!
Track your epenses!
Mark your calendars! Don't wait til the last minute to file your taxes or at least get an extension.
April 15th! Don't forget
Wouldn't it be better to see more of your money throughout the year?
Why tax returns might be hurting you
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