Areas of Specialty

Medicare Planning

There are over 48.6 million people on Medicare1. United Insurance Group Agency offers a FREE review as a service to the Senior community.  We’ll discuss your Medicare rights and options.

Retirement Income Planning

Seniors have over half of the nation’s personal wealth, but with interest rates at record lows and the uncertainty of stock market, seniors are looking for safe investments that preserve their principal.

Life Insurance Planning

Life insurance plays a vital role in light of increasing inflation, changes in lifestyle and changes in the nuclear families. Life insurance needs to be catered for in the financial planning process that involves charting out the long- term financial goals and aims with the goal of achieving the same. Life insurance involves elements of protection, planning for contingencies & emergencies and wealth creation.

Health Care Planning

Seniors are living longer then anytime in history.  For those who live to age 65, their average life expectancy now stands at age 83.42 and therefore the cost of health care continues to rise; currently they consume half a trillion dollars a year in health care.

Long Term Care Planning

Everyone knows that someday they will need a little help. As we grow older our bodies wear down and eventually we are unable to do some of the everyday tasks we take for granted.  Managing the care of an elderly loved one can be overwhelming, stressful, time consuming, and expensive. We ease that stress by connecting you with the right Long Term Care plan to meet the needs of your aging family member and you.

Final Expense Planning

Final expense life insurance is an economical way to alleviate your loved ones from dealing with expenses left behind at the time of your death.