Thomas F. Soriano - A Bankers Life Agent

11/17/2024

New Medicare figures for 2025 were published this week. Most notable are the standard monthly premium for Medicare Part B enrollees will be $185.00 for 2025, an increase of $10.30 from $174.70 in 2024. The annual deductible for all Medicare Part B beneficiaries will be $257 in 2025, an increase of $17 from the annual deductible of $240 in 2024.

https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles

10/03/2024

Big changes are coming to in 2025 resulting from the . Check out our blog for everything you need to know.

Message me for a review of your prescription costs and see if there are any potential savings. Call or text (704) 575-8183

Medicare Annual Enrollment Period (AEP) is quickly approaching and runs from October 15-December 7. Big changes are coming to Medicare Part D in 2025 and Learn about big changes coming to Medicare Part D in 2025 because of the Inflation Reduction Act.

09/07/2024

Do you know the changes coming to Medicare in 2025?

The Inflation Reduction Act will enact certain changes to Medicare Part D coverage, including:
• The prescription drug deductible will be increasing to $590 from $545 for Part D plans, and some Medicare Advantage plans may add the deductible to their prescription coverage.
• The catastrophic phase will be eliminated, and pharmacy out-of-pocket costs will be capped at $2,000.
• All Part D plans, including Medicare Advantage Part D plans, are required to provide all Part D members the option to pay their out-of-pocket Part D prescription drug costs in monthly amounts over the course of the plan year, instead of paying at the point of sale (POS).

I understand that navigating through these changes can be overwhelming, which is why I am here to guide you every step of the way.

Feel free to call or text me today or schedule an appointment using the link below to learn more about these changes.

704-575-8183

[email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

08/02/2024

Does your current retirement plan feel about as useful as the lifeguard at swim competitions? Contact me to talk through what financial protection and retirement benefits might work for you.

11/23/2023

From our family to yours, have a Happy Thanksgiving!

Thomas Soriano
Insurance Agent
Bankers Life and Casualty Company
Colonial Penn Life Insurance Company
Washington National Insurance Company
Financial Representative
Bankers Life Securities, Inc.
Investment Advisor Representative
Bankers Life Advisory Services, Inc.
10706 Sikes Pl., Suite 300
Charlotte, NC 28277
Office - (980) 245-5241 Cell - (704) 575-8183 Fax - (704) 321-9401

10/13/2023

It’s time to review Medicare coverage for 2024

The annual deductible for all Medicare Part B beneficiaries will be $240 next year, up $14 from $226 in 2023.

04/05/2023

Organizing your estate planning documents can provide tax and cost savings, simplify planning, and create a roadmap for those who may have to help you in the future. Check out these tips.

Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes.

04/05/2023

93% of new Bankers Life customers say their agent is easy to do business with. Find out why here: https://www.bankerslife.com/insights/understanding-insurance/top-benefits-of-working-with-an-insurance-agent/

04/05/2023

Coping with a national tragedy can be hard. These five suggestions may help you process and cope in a constructive way.

Just turn on the TV, radio or go online and you’ll likely be bombarded with difficult news stories whether it’s a major weather event or a national Unfortunate national events are challenging to cope with even if we’re not direct victims. These 5 tips may help you process what you’re encount...

04/03/2023

Take five minutes to improve your financial literacy and learn about these six myths that could impact your retirement: https://www.bankerslife.com/insights/personal-finance/6-myths-that-could-impact-your-retirement-financial-planning/

05/27/2022

If you're retired and now caretaking for a loved one, it can feel as though you've traded one job for another. Check out these 5 top tips for caregiver success:

Being a successful family caregiver means advocating for the family member you're caring for and supporting them with empathy.