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Turning 65

YOU ARE TURNING 65...

When you are nearing the age of 65, you have a number of decisions to make.  The mail is already stacking up and you probably feel a bit overwhelmed by the decisions ahead.  Canopy has experts in the Senior Market that are here walk you through the key areas that you’ll want to address.  For example, you’ll want to make sure that you completely understand Medicare and all that it covers.  Choosing the right Medicare plan is a lifestyle decision as well as a financial decision.  Unfortunately, most financial professionals aren’t educated on Medicare, yet your health is a more costly variable than the stock market!  Another important aspect is protecting your spouse and your family should an unexpected life or health event change the course of your retirement.  Preparing the right legal documents and instructions will allow your family to celebrate your life and not suffer through the emotional details of your finances and a funeral.  Now is the right time to pull it all together to create peace of mind for you and your family.

Medicare Made Easy

If you need to make some sense out of the many rights and options that you have, please don’t hesitate to sign up for a free, face-to face consultation.  We will gladly meet you in your home, or you can visit us here at the office.  There is no cost and no obligation; education is free!

Complete the information below and one of our Senior Market consultants with reach out to you to schedule free review of your options.

You will also receive a FREE copy of:

  • Canopy’s Medicare Made Easy packet
  • Canopy’s Turning 65 Checklist

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