Tax-Free Funds
For retirement, college savings, business capital, a family bank, or to leave a legacy...Tax-free funds can be the answer you've been looking for.Social Security Optimization
A study by United Income found that Americans collectively lose $3.4 trillion in potential income due to claiming Social Security at suboptimal times. We help you avoid adding your benefits to that number.Medicare
People are often overwhelmed with their Medicare choices. As independent agents, we help you find the best company and plan for your needs while clearly explaining your options.
Optimize Your Choices!
At InsurOptions, we understand the importance of protecting your loved ones and yourself. Our comprehensive wealth, life, and health plan options give you the peace of mind and security you deserve. We offer a range of plans, including a variety of life insurance plans, Medicare supplements, Medicare Advantage, and ancillary products as well as Social Security claiming optimization services.
Social Security Optimization
96 percent of Social Security recipients do not optimize their benefits, and with over 2,700 rules and a gag clause that prevents Social Security employees from offering advice, it's no wonder!
Social Security claiming decisions can be complicated! When to retire or when to keep working, but start collecting Social Security benefits, is a big decision that can impact your finances for decades.
As a Registered Social Security Analyst (RSSA®), Jennifer is here to help you navigate these decisions.*
Make the Most of Your Money
How much more money would you have to spend on the important things in life if you were able to accumulate wealth without having to pay taxes on it?
Whether it’s for retirement funding, college planning, generating business capital, or creating a family bank, there is a smarter way to save and grow your money in a way that legally and ethically allows you to access your money tax-free. The right plan, set up by a knowledgeable insurance agent, can be a tax-free source of retirement income; a source of potential lifetime income; a college savings plan; a family bank; a source of business capital; and/or a (usually) tax-free way to leave a legacy to family members.* *We are not tax advisors, and the above does not constitue tax advice. Please consult a qualified tax professional for your specific situation.
Whether it’s for retirement funding, college planning, generating business capital, or creating a family bank, there is a smarter way to save and grow your money in a way that legally and ethically allows you to access your money tax-free. The right plan, set up by a knowledgeable insurance agent, can be a tax-free source of retirement income; a source of potential lifetime income; a college savings plan; a family bank; a source of business capital; and/or a (usually) tax-free way to leave a legacy to family members.* *We are not tax advisors, and the above does not constitue tax advice. Please consult a qualified tax professional for your specific situation.
Your Medicare Options
As Medicare beneficiaries, it's crucial to have the right coverage to ensure your health needs are met. InsurOptions offers both Medicare supplements and Medicare Advantage plans to provide you with comprehensive healthcare coverage. Our team will assist you in exploring the options available, helping you select the plan that best suits your medical and financial needs.
We Are Here for You
We understand that navigating the world of life and health insurance can be overwhelming. With over 15 years of experience, we are confident that we can provide all the assistance you need. We are committed to delivering exceptional customer service and ensuring you have the support you need every step of the way. Available to residents of the following states: AZ, CA, CO, MI, NJ, OH, OR, PA, TX, VA, and WA.
Learn more about our offerings.
Disclaimers and Privacy Policy
For Medicare Beneficiaries: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
At InsurOptions, we value your privacy and are committed to protecting your personal information. We adhere to strict privacy policies and procedures to secure your data. You can trust that any information you provide to us will be handled with the utmost care and confidentiality. Your information is never sold.
**We want you to be overjoyed with the value of your Social Security Optimization report. If you have any concerns, we will work to make it right.