Don’t get cancelled for Non-Payment!!!! Action Required! Your Individual and Family plan and Medicare Supplement plan automatic billings were cancelled as Blue Shield migrates to a new billing system. Action is required to pay your May bill and re-establish your “Easy Pay” automatic checking account deductions. Here is info from Blue Shield on the topic.…

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Later this year, we will have an Open Enrollment for those individuals and families purchasing health insurance. The is the only time most people can enroll or change their health plan each year. In 2017 our open enrollment was 11/01/2016 to 01/31/17. For the 2018 year, the open enrollment will only be 11/01/2017 to 12/15/2017.…

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SB 562 is the most damaging piece of legislation I’ve seen in my 15 years in this business. SB 562 seeks to eliminate replace the health plans of all 39 million people in CA with a Government-run health plan. As you know, SB 562 seeks to provide “one size fits all” health insurance to all…

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Dear Clients; As we have met with many clients over the years, we recognized that some of them wanted or needed investment services that were outside our scope of expertise. In the past, when a client expressed interest in portfolio management we did not have a satisfactory solution to offer them and, noticed that many…

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AARP, Anthem, and other carrier are now offering plan G in our area at attractive rates. Everyone loves plan F because of the no deductible, no co-pay structure. What many don’t like is the price. Check in and lets look at the options you may find attractive with Plan G or the Deductible version of…

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