Life Goals and Needs Planning Tool

All, Commercial, Life, Living Adventures, Personal, Preferred Movement, Risk Management     by Dan Muhlenkamp

This should give you a great idea where you are and where you need to be. Check it out, but it’s only the start. Let us help you get the safely. Make an appointment with one of our planners, or attend a workshop, or both!

“Life Financial Road Trip Planning – Either map your course,  or be lost.”

  • When: Second Monday of every month, 5:30 – 6:30 PM (Starting July 2017)
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There’s a lot to think about.
    • It’s time to get organized! – Waiting is the most common reason for failing.
    • Think of life a little like planning a great road trip
      • Where are you now?
      • Where do you want to end up at?
      • What stops do you want to make along the way?
    • You know you’ll get lost, so be ready.  

“Retirement & Social Security Planning – Be secure so you can socialize.”

  • When: First Monday of every month, 5:30 – 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There’s a lot to think about.
    • How much do I really need to save for retirement?
    • When should you start to collect Social Security and how should you file?
    • Over 90% of Americans do NOT maximize their Social Security benefits.
    • You really could live to be 100, but will it kill you financially?
    • What about taxes on Social Security? Earning limits?
    • It’s a puzzle, but when it all comes together, it can be beautiful.

“Medicare, Medicare Supplements, Prescription Drug Plans and Alphabet Soup”

  • When: Third Monday of every month, 5:30 – 6:30 PM  (Starting July 2017)
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There’s a lot to think about.
    • You have Medicare parts A, B, C & D
    • Then you have Med Supp Plans A, B, C, D, F, K, L, M, N
    • Of course there’s prescription drug plans
    • And Medicare Select Plans
    • And despite all that confusion, we can make your decision relatively easy.

“Estate Planning – You’re going to die, don’t be a pain in the ____ about it!”

  • When: Fourth Monday of every month, 5:30 – 6:30 PM  (Starting July 2017)
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There’s a lot to think about.
    • Great, you have a Will. If that is all you have this is what will happen when you die
      • It will take about 14 months to settle your estate (Ohio average)
      • Your Probate cost will be from 3% – 8% of your estate (Ohio average approx. 5%)
      • Everything you own becomes public information.
    • A little planning can get your estate settled in under a month, at little or no cost, and completely private!
    • So which plan do you think your heirs would prefer?

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