Individual Retirement Planning Solutions
I am an independent licensed insurance agent that truly puts the client first. I am driven to provide the best solutions for my clients, I offer nothing but the best products from industry leaders from more than 30 companies. I am passionate about changing people's lives and protecting them from financial catastrophe due to unforeseen illness and death. I h
ave a responsibility to always educate, and to make recommendations based upon the individual needs of my clients. Insurance Planning
□Providing protection for loved ones for life events and/or catastrophes by transferring the risks.
□Ensuring lifestyle and asset protection. Medicare Planning / Health & Affordable Care Act
The process of educating you about your rights and options with the Medicare program and associated supplemental services & reducing the financial risks associated with medical costs.
□ Medicare Supplement
□ Medicare Advantage
□ Hospital Indemnity
□ Part D Prescription Drug
□ Cancer Protection
□ Dental/Vision/Hearing
□ Recovery Care / Post Hospital
□ Affordable Care Act Options / Prior to Medicare
Retirement Planning
Setting aside funds to provide deferred income benefits at retirement.
□ Rollover IRA
□ ROTH IRA
□ Traditional IRA
□ SEP
□ CD Alternatives
□ Final Expense
□ Life Insurance
□ Long Term Care Planning
□ Mortgage & Income Protection
□ Non-Qualified Deferred Compensation
Income Planning
Helping individuals prepare for retirement’s transition from asset accumulation to income generation and asset distribution.
□ Guaranteed Lifetime Income
□ Survivor replacement income
□ Pension Maximization
Legacy Planning
Extends peace-of- mind by having a plan to provide continuation of your legacy.
□ Gifting
□ Charitable Donations
□ Protection of future generations
□ Wealth Transfer
Camie Stephens Ford
Owner, Retirement Specialist Licensed Insurance
Agent Cell: 801-592-4432
Email: [email protected]
My practice is based on introductions.
