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Medicare Turning 65, retiring, or reviewing what you have now. Parts A & B, Medigap, Advantage, and Part D. Annuities & Retirement Income Guaranteed income you can't outlive — plus life insurance and long-term care options. Individual & Family Health Plans (ACA) Marketplace coverage for you and your household, including subsidy eligibility. Dental, Vision, Hearing & Supplemental Filling the gaps your main plan leaves open, including cancer, critical illness, and hospital indemnity. Social Security Analysis (RSSA®) When to file, and what that decision is worth over a lifetime. A certified, personalized claiming analysis. More than one of these, or I'm not sure yet One combined profile where you pick as many topics as you'd like — and skip anything you've already given James.

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