Broker Check

Insurance Services

Providing reviews of existing insurance and access to the premier carriers in the industry is just another part of our practice.

Risk management strategies are an important component of a comprehensive wealth management plan. Over time, an individual or family’s insurance coverage can become misaligned with their actual needs.

As GCD prepares your GCD Financial Life Planner (FLP), we will assess your current insurance coverage and suggest other methods to help you evaluate needs and review policies, including life, long-term care, and disability insurance. We can then recommend companies able to provide appropriate, cost-effective coverage or work with your current insurance agent to achieve similar results.

For an initial assessment, complete this Insurance Questionnaire. Click here to see more detailed information about insurance in general.

Medicare and Medicare Supplements
As you are approaching age 65, there might be a need to start looking and discussing your Medicare needs. Medicare Part A and Part B should be applied through Social Security within 90 days of your 65th birthday.  After applying for Medicare, you will receive your Medicare ID Number. Once you have received this, you will then want to obtain a Medicare Supplement, also know as a Medi-Gap policy. These policies are obtained through your traditional Insurance Carriers like Blue Cross Blue Shield. They are instrumental in covering most of the “gap” that traditional Medicare has in regards to deductibles for medical and hospital needs.

There are many complexities to work through when deciding on the proper policy, to navigate this, it is best to discuss with an insurance professional. GCD has a professional alliance with Arlington Insurance Services. Principals at this company have been working in this area for over 30 years. We encourage you to contact them at any time.

Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

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