The Atkinson Agency

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The Atkinson Agency Brokerage agency specializing in Medicare, Health Insurance, Life Insurance, and Legacy Planning

10/20/2026

Success is a mindset before it's a milestone.

Your coverage is not ending, but your costs may change.
10/20/2026

Your coverage is not ending, but your costs may change.

Annuities have a reputation.And depending on who you ask, they’re either the greatest retirement tool ever created or so...
10/19/2026

Annuities have a reputation.

And depending on who you ask, they’re either the greatest retirement tool ever created or something you should run away from immediately. 🤣

The truth is a lot less dramatic.

An annuity is a tool. And like most financial tools, whether it makes sense depends on what you’re trying to accomplish, the type of annuity you’re looking at, and the details of the contract.

Some concerns about annuities are absolutely worth asking about:

How long is your money committed?

What fees or charges could apply?

How does the annuity earn interest or provide income?

What happens if you need access to your money?

What guarantees are actually included?

Those are good questions.

But “annuities are bad” or “annuities are great” without knowing anything else?

That’s not much of a retirement strategy.

I’d rather talk about what the annuity actually does, what it costs, what you give up in exchange, and whether those tradeoffs make sense for you.

Because sometimes an annuity can have a place in a retirement plan.

And sometimes it doesn’t.

Knowing the difference is the important part.

Have you heard something about annuities that you’re not sure is actually true? Drop your question below.

10/19/2026

You don't have to be great to start, but you have to start to be great.

We do the planning, God holds the outcome. That is not an excuse to skip the plan, it is what makes the planning worth d...
10/18/2026

We do the planning, God holds the outcome. That is not an excuse to skip the plan, it is what makes the planning worth doing.

Happy National Boss’s Day to everyone who thought, “I should work for myself. It’ll be great!” 🤣And now you’re the boss,...
10/16/2026

Happy National Boss’s Day to everyone who thought, “I should work for myself. It’ll be great!” 🤣

And now you’re the boss, employee, marketing department, customer service department, IT department, bookkeeper, and person who has to remember to buy more printer paper.

But there’s something pretty incredible about building something that’s yours.

So today, I’m raising my coffee to all the business owners, agency owners, managers, and leaders figuring it out as they go.

What’s the BEST part of being your own boss?

WHAT STEPS SHOULD YOU TAKE?▪ Review your 2027 plan.▪ Make sure your medications are covered.▪ Check what your prescripti...
10/15/2026

WHAT STEPS SHOULD YOU TAKE?

▪ Review your 2027 plan.
▪ Make sure your medications are covered.
▪ Check what your prescriptions will cost.
▪ Confirm your pharmacy is still in network.

Here’s something that could make for a pretty terrible insurance jump scare:Your doctor says one thing. You assume your ...
10/15/2026

Here’s something that could make for a pretty terrible insurance jump scare:

Your doctor says one thing. You assume your policy means the same thing. And then you discover you never actually read the definition. 👻

When a critical illness policy says it covers a stroke, that doesn’t necessarily mean every event someone might casually refer to as a stroke automatically meets the policy’s definition.

Your policy has its own specific language explaining what qualifies for the benefit.

For example, depending on the policy, the definition may require things like documented neurological deficits, specific diagnostic testing, or symptoms lasting for a certain period of time.

And a TIA, often called a “mini-stroke,” may be specifically excluded from the policy’s definition of a covered stroke.

That’s why I don’t love when someone’s entire understanding of their critical illness coverage is:

“It pays if I have a stroke.”

Okay...but what does YOUR policy call a stroke?

That little definition buried several pages into your policy could matter quite a bit someday.

So here’s your October insurance scavenger hunt:

Pull out your critical illness policy.

Find “Stroke” in the definitions section.

Read the whole thing.

Then look for any exclusions or requirements immediately underneath it.

Because October is a perfectly good month for surprises.

Your insurance claim is not where I want you finding one. 👻

If you have critical illness coverage and have never looked at how your policy defines a covered stroke, send me a message. We can look at what your specific policy says.

10/15/2026

If you're 55 or older with $250,000 or more saved, this one's for you.

Ever opened your investment statement, seen the balance, and closed it without reading? Ever done the retirement math in your head at dinner and never said it out loud?

That quiet avoidance has a source. You have savings, but no guaranteed paycheck. Until that changes, the feeling doesn't go away, no matter how much you accumulate.

The number doesn't fix the feeling. The floor does.

Book a conversation using the link in the first comment. 👇

You only get to keep ONE Halloween smell.Choose wisely. 🤣🎃 Pumpkin spice🍎 Caramel apple🔥 Bonfire🍿 Movie-night popcornAnd...
10/14/2026

You only get to keep ONE Halloween smell.

Choose wisely. 🤣

🎃 Pumpkin spice

🍎 Caramel apple

🔥 Bonfire

🍿 Movie-night popcorn

And no combining them into some cozy October evening loophole. I know what you’re trying to do. 🤣

Which one are you keeping?

Address

10225 Wortham Boulevard
Houston, TX
77065

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 10am - 2pm

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