5 REASONS TO WORK WITH CORNERSTONE
Your Roadmap to Retirement | Educational Workshops Series
At Cornerstone Insurance Group we’re committed 100% to educating our clients and community about important topics related to Medicare, Insurance, Life and Annuities, Long-Term and Critical Care. Thus, we created a monthly series whereby people can come visit with us and learn about topics they are interested in.
Upcoming Dates & Topics – Coming Soon!
Workshop Topics Explained
Learn your A’s, B’s, C’s and D’s! Medicare ‘Advantage’ versus ‘Supplement’ Plans: When to enroll, learn about your coverage and options, and how to shop for a plan that best fits your needs.
Long Term Care
We’ll talk about the reality of needing this type of care and your options to cover the costs. Plus! Is Long-Term Care Insurance a good fit for you? We’ll cover the basics and more!
Should I stay or should I go? When is the best time to downsize of ‘Rightsize’ your living situation? What are your options, and how do you take the next steps?
Social Security Maximization
How to decide the best time to begin accepting your payment and how to maximize your overall benefit.
Many important documents such as wills, trusts, healthcare directives and power of attorneys that should be in order. Make it easier by addressing these properly. We’ll share some ways to stay on top of these items and resources on taking next steps.
Making these means your family members won’t be burdened. We call it ‘The Final Loving Gesture’.
Protecting Your Retirement
You’ve worked hard for it! Now it’s time to protect it. We’ll discuss investment vehicles for a safe and guaranteed return on your hard earned nest egg.