Do you wonder who DCD Financial & Insurance Services is? Check out who we are and what we do? Here is a short 3 minute introduction to DCD Financial & Insurance Services
Upgrade your Medicare Supplement and Save Money Too? Yes!!!
It is possible (for a limited time) Get more with Medicare Supplement Plan F Extra with no underwriting for a limited time. Enroll in Blue Shield’s Medicare Supplement Plan F Extra without underwriting approval. This opportunity begins February 15 at 12 a.m. and ends April 15, 2019, at 11:59 p.m. Yes, you get more with […]
Medicare Open Enrollment coming soon!
Here is the letter that will be mailed soon to all our existing Medicare Clients. Get your early preview here. Medicare Client Letter for Open enrollment
August 8th Retirement Savvy Event
SAVVY RETIREMENT PLANNING Download the flyer here: Savvy-Event-FlyerV2-min ARE YOU READY? Maximizing Your Benefits: • Medicare • Social Security • Home Equity Options This is not your parents’ retirement! As boomers are moving into retirement, they […]
New product announcement “HEALTH MATCHING ACCOUNTS”
We are offering a new program that I think will be a great addition to help people pay for expenses that insurance doesn’t cover, or cover well. Announcing the new Health Matching Accounts. Check out this link. Check out the New Health Matching Accounts
Govt. Funding for Cost Share Reductions…Is this about you?
My phone is blowing up with people asking about the most recent Trump order to not fund Cost Share Reductions on ACA plans. Please read this carefully so you understand if this effects you at all. The so-called “cost-sharing” subsidies defray copays and deductibles for people with low-to-modest incomes, and can reduce a deductible of […]
New 2018 Covered CA Health Plans Revealed
The good news is that any changes are modest, and in the Silver 94, Gold, and Platinum plans, in your favor. Open this file to see your options. Rates are going up but finalized rates are not available yet. Soon….keep checking back. Download the table of 2018 plans here. https://www.lowcostcahealth.com/wp-client_data/20777/1015/uploads/2017/09/2018-Health-Benefits-table.pdf
Anthem Blue Cross pulling individual plans throughout most of CA
With the exception of three areas in Northern and Central CA, Anthem Blue Cross will no longer offer any of their Individual and Family plans in California effective 01/01/2018. If you purchased an Anthem policy through Covered California, or direct from Anthem, you will be receiving notices soon of the closure of your plans. This […]
Save the date: Medicare, Long Term Care, and Social Security Planning event
I will be co-hosting an event with a local financial planner and Social Security expert August 16th. Our event will cover Healthcare needs in later life and how to plan to cover those costs. Medicare, Social Security, Long Term Care, and re positioning assets to cover the costs of care will be covered. The even […]
A health account that can boost your retirement nest egg?
An Unusual Way to Add Six Figures to Your Nest Egg By Marc Lichtenfeld, Chief Income Strategist, The Oxford Club Thursday, October 20, 2016 Health savings accounts (HSAs) are the greatest health/employment benefit since the eight-hour workday. They offer a tax-advantaged way to cover planned and unplanned medical expenses and even certain Medicare premiums. What […]
