Strategic Financial Planning with Bankers Life in Gainesville

I am looking for insight on:

Medicare & Assisted Care Planning Financial Planning & Investment Management Estate Planning & Family Protection

I am:

Already on Medicare Not on Medicare yet Looking for Assisted Care Planning

When do you plan to enroll?

In the next nine months I am not sure yet

Are you currently on Part B of Medicare?

Yes No

What is most important in your retirement health insurance?

An expansive doctor network The lowest premiums Strength of coverage (least liability)

How has your health been?

Great Good Mediocre Poor

I am:

Under 65 Between 65 and 80 80 plus

My investment experience is:

Extensive Moderate Limited

My main goal is:

Growth Income Safety

My investible assets are:

Less than $100,000 Between $100,000 and $500,000 Between $500,000 and $2 million Greater than $2 million

My main objective is:

Income replacement Estate planning / wealth transfer Debt / final expense coverage Business purposes

My health has been:

Fantastic Good Mediocre Poor Very poor

All set, how can we reach you?

Name

Phone

Yes, I have read and agree to the Terms and Conditions. (Details here)

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