Four Things to Review in Your Retirement Plan
Julianne Dickey looks beyond Medicare at four parts of a full retirement plan: health insurance, long-term care, life insurance and retirement income.
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Hi, I'm Julianne Dickey, We Care Medicare, your Medicare insurance advocate for the Central Coast. When we sit down together, I don't just look at Medicare, I look at four things. One, health insurance.
This is usually Medicare coverage that gets you your doctors and helps pay the bills. Two, if you need care at home or in a facility, this protects your savings and it protects your family. Three, income versus growth.
Some annuities pay you a steady paycheck for the rest of your life, and others focus on growing your money. The right one depends on what you need. Four, do you want to leave a legacy?
Protect your assets? And these days, there are hybrid policies that combine long-term care and life insurance all in one. If you need care, you're covered.
If you never do, your family still gets the benefit. We don't have to figure it all today. We start where you are.
Give me a call and let's look at the whole picture together.
A conversation is a good place to start
You don't have to work this out alone.
Tell Julianne what's changing in your life. Together, you can work through your coverage questions and next steps.
Contact Julianne
What would you like help with?
Send a message or request a conversation. Julianne will follow up with you directly.
(805) 441-9093
support@wecaremedicareplans.com
Monday through Friday
8:00 am to 5:00 pm
Closed Saturday and Sunday
Serving San Luis Obispo and Santa Barbara counties, from Paso Robles to Lompoc. Meetings at your home or an agreed location. Before any in-home appointment, California law requires 24 hours’ written notice, which Julianne sends you in advance.
