top of page

The ABC's & D's of Medicare and the New Tax Laws of Social Security Income


You're Invited!


We've gathered a team of experts to teach you about the best ways to

  1. Navigate the different parts of Medicare,

  2. Understand your options for Final Expense planning, and

  3. Make the most of your Social Security options.


Join us at the Springville Library!


Place: Springville Library, 45 S Main St., Springville, UT 84663

Date: Wednesday, September 22nd

Time: 1:30pm to 3:00pm


Light refreshments will be provided for in-person attendees. Please register here to attend in person:


Speakers


Fred Heath is an agent with Utah Avenue Insurance. He works with health, life, dental and other supplemental insurance, and with Medicare Advantage and Medicare Supplements (for ages 65+). When he's not in the office, you can find him watching Seinfeld or playing tennis. Fred's help with insurance is always free!


David Shumway is the founder of NuDay Advance Funeral Planning. He has been involved in the funeral/cemetery and funeral insurance business for over 40 years as an owner/operator and knows the “ins and outs” of both businesses. If you have an interest in learning more about funeral planning, get in touch with David to learn more, without any pressure.


Derek Cannon is an agent with the New York Life Insurance Company, and is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. He offers a variety of products that can help clients meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.



Host

Kathy Anderson is known in Payson, where she has lived for the last 8 years, as the Queen of Insurance. At Utah Avenue Insurance, she specializes in Marketplace insurance policies, and loves working with small businesses that are starting to grow. She is a member of the Pipeline Chapter of BNI Utah South and is a member of Women in Business Southern Utah County (and runs their quarterly book club!). Kathy's help with insurance is always free!



About Utah Avenue Insurance

Utah Avenue Insurance is your local health insurance experts. Our agents are here to help you with all your health insurance questions. Utah Avenue can help you with marketplace (aka Obamacare) plans, private health insurance and Medicare. If you have questions about how your medical insurance plans work or need help enrolling in a plan, we can help you. As always, our service is free to you.


801-609-8699 Call/Text

Give Utah Avenue a call or make an appointment with Utah Avenue Insurance and we'll be happy to help!

Comments


Featured Posts
Categories 

Request a quote online from one of our Licensed Local Health Insurance Agents

we are here to help

Get a Quote

Thinking of Ideas
bottom of page