MEDICARE INSURANCE: Licensed, certified, and appointed to sell Medicare Supplements, Advantage Plans, Special Needs Plans, Prescription Drug Plans and Ancillary insurance to Medicare beneficiaries in AZ, NM, MN, SC. No-cost appointments to help you make informed decisions about your Medicare insurance choices. PLANNING INSURANCE: Licensed, certified, and appointed to sell long term care insurance,
Medicaid-compliant annuities, Medicaid-compliant funeral trusts, Final Expense, and other senior supplemental insurance products. Helping you fill any gaps in coverage! LEGAL DOCUMENT PREPARATION: Carol is a certified AZ legal document preparer. Carol’s CLDP practice is focused on life care planning, end-of-life-care planning, estate planning, Special Needs Trusts, two of the Medicaid Special Treatment Trusts (Miller aka: Income-Only & Disabled Under Age 65), and deed preparation. We even have a DIY estate planning option. Helping you get your ducks in a row! LONG TERM CARE CONSULTING: With 30+ years’ experience in the long term care industry, our firm consults with families about their long term care options. These may include planning in advance to ensure you have the tools and resources in place to self-pay for long term care OR using public assistance programs to pay for care. We charge $150.00 an hour for our consulting time. Let us help you navigate your long term care options!
