About Senior Solutions Insurance Agency

In retirement, your income may shift from a steady salary to Social Security and pension benefits, but can often be inadequate. Creating a reliable income stream can include various sources such as a 401(k), IRA, CD, or annuity.

Social Security is a major source of income for most retirees. Claiming it too soon can reduce your monthly amount as much at 25% permanently and waiting can boost it by 32%, making the claiming decision is more important than most people realize.

Healthcare is one of the biggest expenses in retirement. A bad healthcare decision can cost thousands of dollars annually, and a lack of planning could ruin a retirement plan. Prescription drug prices are particularly worrisome for many retirees.

Legacy Planning is deciding while you're alive how you want your estate distributed after your death. But it can be more than just leaving your children an inheritance. Failing to plan for your own death may leave your life partner or other loved ones in financial trouble. 

The strategic process of identifying and developing internal talent to fill key leadership roles, ensuring business continuity when owners or executives leave, retire, or pass away.

Wealth transfer is the process of passing assets—cash, investments, property, or businesses—from one person (usually a parent or grandparent) to another, or from one generation to the next, often to minimize taxes. 

This refers to when you need help performing at least 2 activities of dailing living such as: eating, bathing, dressing, transferring, toileting, continence. Sadly, long term care is not considered medical care and not covered by Medicare. 

Ancillary Benefits are additional, non-medical insurance coverages—such as dental, vision, hospital indemnity, and disability insurance—that complement primary health plans to support well-being and financial security. 

We host a variety of educational seminars including taxes in retirement, Social Security, Medicare & more.