Peterson Retirement and Insurance
When life happens, we’ve got you covered.
Who We Are
Insurance Broker
At Peterson Retirement & Insurance, we believe in personalized solutions for your future. Our team is dedicated to understanding your goals and insurance needs, providing tailored guidance every step of the way. With a focus on protecting you and your loved ones, we strive for a worry-free future. Contact us today for peace of mind as our priority
Honest. Sincere. Supportive.
Peterson Retirement and Insurance has come to be known for honest in depth professional services in their work with the Senior Communities. Through a methodical process you will receive not only the savings but the coverage you deserve and will come to expect. Overwhelming and used car salesman tactics will be a distant memory in the rear-view of your life. We/I welcome you to the distinguished Peterson Community where all your needs will be satisfied.
Call Today
(847) 421-2728
Our Services
Healthcare
Health, Dental, Vision, Hearing
Care benefits encompass a range of essential health services, including medical, dental, vision, and hearing care.
Long-Term Care
Custodial Care, Long-Term, Short-Term
Long-term care benefits provide support for individuals who need assistance with daily activities due to aging, chronic illness, or disability.
Wealth Transfer
Life Insurance, IUL’s, 10-30 Year Term, Annuities
The goal is to take a piece of the pie and set aside to grow and be there for the next generation. Also ways of keeping Uncle Sam’s hands off inheritances.
Guaranteed Income
Life Insurance with IUL’s
“Becoming your own banker” involves strategies that minimize fees and safeguard your principal from loss, often utilizing tools like annuities or life insurance-based products to achieve financial security and growth.
Be at peace in Retirement…
Retirement should be a time to enjoy the life you’ve built, not worry about finances. With solid retirement security, you can rest easy knowing your future is protected. Whether it’s traveling, spending time with loved ones, or pursuing hobbies, having a dependable financial plan ensures you can live comfortably, free from uncertainty. Take control of your retirement now, so you can embrace the peace of mind you deserve later.
not worry about financial security.
With proper planning, you can ensure that your assets are well-managed, allowing you to focus on what truly matters…enjoying your life.
By working with a financial advisor or using secure tools like annuities, long-term investments, and proper wealth transfer strategies, you can create a stable financial foundation that will support your lifestyle throughout retirement.
More about Medicare
What is Medicare?
Medicare is a federal health insurance program in the United States designed to provide essential healthcare coverage for older individuals aged 65 and above, as well as certain younger people with disabilities. To find full details on eligibility, click here. It plays a vital role in supporting older people by ensuring they have access to affordable healthcare services.
Medicare consists of different parts that address various aspects of healthcare coverage. See below for more detail on the different parts of Medicare.
Medicare provides a safety net for older people by ensuring they have access to essential healthcare services without facing exorbitant costs. It helps alleviate the financial burden associated with medical care, promotes preventive care, and enhances the overall well-being of older individuals in America.
It’s worth noting that while Medicare offers comprehensive coverage, it may not cover all healthcare expenses. Some individuals may choose to supplement their Medicare coverage with additional insurance plans called “Medigap” policies, which can help fill the gaps in Medicare coverage and reduce out-of-pocket expenses.
Navigating Medicare can be complex, so we take pride in knowing we are there to help you through the enrollment process.
Medicare Part A
Also known as Hospital Insurance, Part A helps cover inpatient hospital care, skilled nursing facility care, hospice care, and some home healthcare services. It helps older individuals receive necessary medical attention during hospital stays.
Medicare Part B
This is the Medical Insurance component that covers outpatient services, doctor visits, preventive care, durable medical equipment, and certain medical supplies. Part B helps older people access necessary medical services outside of a hospital setting.
Medicare Part C
Also called Medicare Advantage, Part C offers an alternative way to receive Medicare benefits through private insurance companies approved by Medicare. These plans often include additional benefits such as prescription drug coverage, dental, vision, and hearing services.
Medicare Part D
Part D is the prescription drug coverage component of Medicare. It helps older individuals afford prescription medications by providing access to a range of plans offered by private insurance companies.
PRI specializes in helping you plan for a secure and comfortable retirement. With personalized insurance and retirement solutions, we’ll guide you through every step, ensuring your needs are met today and for the years to come.
Covering life insurance, annuities, and retirement planning. Our expert team is here to provide clear, trustworthy advice tailored to your unique goals. Protect your future and enjoy peace of mind knowing you’re in safe hands.
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