Carolina Advisors Group

Carolina Advisors Group Medicare, Life Insurance, Mortgage Protection, Annuities, Disability, College Planning, Retirement Planning, 401K Rollover and Legacy Wealth Transfer

Carolina Advisors Group was founded on the basic principles of integrity, quality and superior service. We help our clients make sense of and prioritize all the pieces of their financial and insurance picture, by helping them discover and clarify what is really important to them. We bring creative ideas and strategies to the table. Our mission is to help our clients enjoy all forms of their wealth

, experience greater motivation and results with their planning, and design, live and leave behind their own unique legacy. For many, our counsel and assistance has resulted in increased retirement income, substantial savings in estate and income taxes, protection of assets and the creation of successful strategies for more meaningful multi-generational family wealth transfers. Ask us about Tax Free Retirement. Our staff of knowledgeable agents will take you along every step of the way. Visit our blog carolinaadvisors.wordpress.com

CMS just announced (conveniently after the elections) the new Medicare Part B premium and deductible 👇🏼
11/12/2024

CMS just announced (conveniently after the elections) the new Medicare Part B premium and deductible 👇🏼

10/11/2024
09/03/2024

September is Life Insurance Awareness Month!

Did you know that life insurance is not just about providing for your loved ones after you're gone? It's a cornerstone of comprehensive financial planning. Here's why you should pay attention this month:

🔹 Financial Security: Life insurance ensures that your family's financial future is secure, covering everything from daily expenses to educational costs for your children.

🔹 Beyond the Basics: Modern life insurance policies can offer living benefits, like critical illness coverage, long-term care, or even building cash value that you can borrow against.

🔹 Debt Protection: Got a mortgage or personal loans? Life insurance can prevent your debts from becoming a burden to your family.

🔹 Estate Planning: Life insurance can be a tool for estate liquidity, ensuring your heirs can cover estate taxes without selling off assets.

🔹 Peace of Mind: Knowing you have a plan in place for the "what ifs" in life allows you to live more freely and fully.

This September, take the time to:

- Review Your Coverage: Life changes like marriage, having children, or buying a home might mean it's time to update your policy.

- Educate Yourself: Understand the different types of life insurance - term, whole, universal. Each serves different needs.

- Talk About It: Discuss life insurance with your loved ones. It's not the easiest conversation, but it's crucial for planning your family's future.

- Consult Professionals: Speak with a financial advisor or insurance agent. They can tailor a plan that fits your unique financial situation (We can help you with that).

Remember, the right time to get life insurance is NOW. Life's unpredictability is the very reason life insurance exists. Don't wait for a "someday" that might never come.

Social Security announces 3.2% cost-of-living adjustment for 2024
10/12/2023

Social Security announces 3.2% cost-of-living adjustment for 2024

Social Security beneficiaries will see a lower increase to their monthly benefits in 2024 following a record increase this year.

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11/11/2022

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-Please share-A friendly reminder to all Medicare Beneficiaries: It is illegal to solicite for Medicare over the phone i...
10/21/2022

-Please share-
A friendly reminder to all Medicare Beneficiaries: It is illegal to solicite for Medicare over the phone if you had not requested someone to call you. Be careful of scam calls and do not give you Medicare ID number unless you are planning to change your plan.

I am helping people and answering questions about current plans and the new 2023 plans. If you don’t already have an agent that keeps in contact with you, who checks in on you every year, let me be that person for you.

I take pride in getting to know my clients, their needs and making sure they are on the best plan for them.

Please share with anyone you know over 65 or anyone on Medicare! I’m only a phone call away

843-602-9584

or Message me

Reach out for a quote. Don’t be like the 43%
05/29/2022

Reach out for a quote. Don’t be like the 43%

Every home in the U.S. is eligible to order 4 free at-⁠home COVID-⁠19 tests. The tests are completely free. Order your t...
01/19/2022

Every home in the U.S. is eligible to order 4 free at-⁠home COVID-⁠19 tests. The tests are completely free. Order your tests now so you have them when you need them

Every home in the U.S. is eligible to order 4 free at-home COVID-19 tests. The tests are completely free. Orders will usually ship in 7-12 days.

Today we honor the life and legacy of Dr. Martin Luther King Jr. Dr. King's message echoes as powerfully as it did nearl...
01/17/2022

Today we honor the life and legacy of Dr. Martin Luther King Jr. Dr. King's message echoes as powerfully as it did nearly 60 years ago from the March on Washington. Let today serve as a reminder of his vision of treating all people equally, with respect and dignity.

Happy Thanksgiving
11/25/2021

Happy Thanksgiving

Address

800 Legion Street, Ste 101-D
Conway, SC
29526

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18436029584

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