Senior Centric Solutions
PlanAmerica, LLC provides retirement and estate planning services for people who are approaching Medicare and Social Security age. These two core public programs represent the foundation of a successful retirement for virtually all citizens. It is critical to maximize your benefits and control your costs as you move into retirement.
We are an independent licensed insurance agency and represent the finest companies approved to provide Life, Long Term Care, Disability, Medicare Supplements and Medicare Advantage insurance policies.
With over sixty years of combined involvement in the financial service and insurance industry we have the vision to assist our clients accomplish their goals and the experience to guide you around the pitfalls that you will encounter along the way.
We are looking to grow our practice by serving individuals and families who would like someone to make the journey with them. We also would like to identify additional financial service professionals who would like to build a career with us in this planning based practice. If you know of people that we should meet, please tell us about them. Go to the tab on the left “Refer a Friend”.
CONTINUING EDUCATION COURSE INFORMATION, REGISTRATION AND PAYMENT