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Reverse Mortgages – ReBoot

Whether it has been part of your conversations or not, your clients are getting frequent exposure to the topic of reverse mortgages…and they have questions about whether it might be a good option for their own financial future. They are seeing soundbites on TV,...

The End is Near ~ MA Season

Please use the following fax numbers if you need to submit your applications directly to the company. Company Direct FAX  Aetna PDP 888-665-6296  AARP PDP/MAPD 866-994-9659  Envision RX  844-293-4756  First Health  866-415-2232  HPHC MAPD-  888-609-0698 Humana...

What are you Thankful for?

As we spend time with our family and friends this time of year, we hope you are enjoying what means most to you. Add a comment and let us know what you are thankful for this time of the year. Your friends at Shields Brokerage....

Clients biggest concerns? Outliving their income.

Clients biggest concerns? Outliving their income. The old adage “Are you concerned about the return “ON” your money or the return “OF” your money. Annuities have allowed your clients to preserve their funds but your client would lose...

LTC Awareness Month

              How will your clients pay for LTC services? People work a lifetime to accumulate assets to see them through retirement. Unfortunately, relying on those assets to fund long-term care services may mean: Selling stocks or...