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Areas of Interest or Concern (check all that apply)

✅ Medicare Part D Review for 2026

Considering Medicare Advantage (HMO)

Medigap/Supplement Review (usually best reviewed at your birthday)

Dental, Vision & Hearing

Critical Illness Coverage (Cancer, Heart & Stroke)

Travel Insurance

Protecting 401(k) and IRA Retirement Savings

Generating Sustainable Reliable Retirement Income

Life Insurance

Strategies to Reduce or Eliminate Taxes

Long-Term Care Planning