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90 Days Newsletter

Did you ever dream of knowing so much about Medicare, Social Security, and Estate Planning? Me neither.

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EMI Health March Webinar

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ES - Preparación para el Seguro Social

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Preparación para el Seguro Social

4 preguntas simples para determinar sus próximos pasos
Por favor, de su nombre*
Nombre completo

¿Está casado?
Si
No
Were you previously married?

I've never been married

Divorced

Widowed
Did that marriage last 10 years or more?
Yes
No
When is your spouse's birthday?

¿Tiene hijos menores de 18 años?
Si
No

¿Cuál es su Monto de Seguro Primario (PIA)?
¿Qué es PIA?
YSu PIA es el monto en dólares del beneficio que recibiría si elige comenzar a recibir beneficios de jubilación a su edad normal de jubilación.
Cómo determinar su PIA
La administración del seguro social tiene una herramienta útil para ayudarlo a calcular este número si aún no lo sabe.

Haga clic en esta herramienta de estimación de PIA y se abrirá una ventana separada donde podrá determinar rápidamente su número e ingresarlo aquí.

¿Cuál es su dirección de correo electrónico?
Correo electrónico*

Estado*
State ZIP Code

Usted es un candidato perfecto para iniciar una estrategia de seguridad social
Sus bienes y posiciones financieras son factores importantes para establecer una estrategia que tenga sentido. La mayoría de la gente no quiere poner esa información en una forma en el internet y queremos respetar su privacidad.

Entonces, si lo permite, uno de nuestros financieros profesionales puede llamarlo para comprender mejor su situación y enviarle un análisis completo del Seguro Social. Simplemente ingrese su número de teléfono a continuación.

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ES -Medicare o Plan de Trabajo

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Mudarse a Medicare
o permanecer en el plan de la compañía

¿Cuál es el más adecuado para usted?

Responda este breve cuestionario para averiguarlo.

Step 1 of 6

¿Cuándo cumple 65 años?

Ya cumplí 65

0-3 meses

3-6 meses

6 meses a 1 año

1-2 años

2 o más años

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¿Está casado?

Sí

No

Step 1 of 6

¿Cuándo cumple su cónyuge 65 años?

Mí cónyuge ya cumplió los 65 años

0-3 meses

3-6 meses

6 meses a 1 año

1-2 años

2 o más años

Step 1 of 6

Si se muda a Medicare, ¿podría su cónyuge permanecer en el plan de la compañía?

Si

No

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Step 1 of 6

¿Actualmente cómo tiene un seguro de salud?

Por mi trabajo

Por el trabajo de mi cónyuge

Mercado de Seguro

No tengo seguro médico

¿A quién cubre su plan de seguro médico actual?

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¿A quién cubre su plan de seguro médico actual?

Sólo yo

Mi cónyuge y yo

Mi cónyuge, yo y mis dependientes

Mis dependientes y yo

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¿Cuánto es su cuota mensual para el seguro de salud?

$0 - $150 Por mes

$151 - $500 Por mes

$500+ Por mes

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¿Cuál es el deducible de su plan?

$0 - $250

$251 - $1,000

$1,000 - $3,000

$3,000+

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¿Cuál es su máximo de cobro de su bolsillo?

$0 - $7,000

$7,001 - $10,000

$10,000+

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¿Tiene una cuenta de ahorros para la salud (HSA)?

Si

No

Step 1 of 6

Finishing up

Step 1 of 6

Terminando
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Age - Medicare

medicare
Age - Work

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Spouse - Medicare

medicare
Spouse - Work

work
Current Health Ins - Medicare

medicare
Current Coverage - Medicare

medicare
Current Premium - Work

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Free Social Security Analysis

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Free Social Security Analysis - ES

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Apellido
Correo Electrónico

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Free Social Security Analysis (1)

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General Medicare 101

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General Medicare 101 - Spanish

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Medicare or Company Quiz

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Move to Medicare
or Stay on Company Plan

Which is right for you?

Take this short quiz to find out.

Step 1 of 6

When do you turn 65 years old?

I'm already 65

0-3 months

3-6 months

6 months - 1 year

1-2 years

2+ years

Step 1 of 6

Are you married?

Yes

No

Step 1 of 6

When does your spouse turn 65 years old?

My spouse is already 65

0-3 months

3-6 months

6 months - 1 year

1-2 years

2+ years

Step 1 of 6

If you move to Medicare, could your spouse stay on a company plan?

Yes

No

Step 1 of 6

Step 1 of 6

How do you currently have health insurance?

My work

My spouse's work

Individual marketplace

COBRA

I don't have health insurance
How do you currently have health insurance?

My work

Individual marketplace

COBRA

I don't have health insurance

Step 1 of 6

Step 1 of 6

Who does your current health insurance plan cover?

Just me

Me and my spouse

Me, my spouse, and dependent(s)

Me and dependent(s)
Who does your current health insurance plan cover?

Just me

Me and dependent(s)

Step 1 of 6

Step 1 of 6

How much is your monthly premium for health insurance?

$0 - $150 per month

$151 - $500 per month

$500+ per month

Step 1 of 6

Step 1 of 6

What is your plan deductible?

$0 - $250

$251 - $1,000

$1,000 - $3,000

$3,000+

Step 1 of 6

Step 1 of 6

What is your current Out of Pocket Maximum?

$0 - $7,000

$7,001 - $10,000

$10,000+

Step 1 of 6

Step 1 of 6

Do you have a Health Savings Account (HSA)?

Yes

No

Step 1 of 6

Finishing up

Step 1 of 6

Finishing up

Based on your answers, Medicare could be a good option for you. You could have stronger coverage with lower costs than you are currently experiencing on your company plan..

There are many other factors - including where you live - that could influence this recommendation.

If you'd like to connect with us to go over what would suit you and how to move forward, fill out the form and we're happy to help.

Based on your answers, Staying with your Company Plan could be a good option for you.

There are many factors, including how far away you are from Medicare, your company benefits, and where you live that could influence this recommendation.

If you'd like to connect with us to go over what would suit you and how to move forward, fill out the form and we're happy to help.

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Moreton Medicare 101

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Keep up to date on important Medicare changes as well as Social Security, Long Term Care, and Estate Planning.

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Social Security Readiness Assessment

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Social Security Readiness

4 simple questions to determine your next best steps

Please enter your name*
First Last

What is your age?

YOU ARE ELIGIBLE FOR SOCIAL SECURITY BENEFITS

You became eligible on your 62nd birthday.
YOUR ARE NOT ELIGIBLE FOR SOCIAL SECURITY BENEFITS YET

You will become eligible on your 62nd birthday.

Your Social Security strategy should be reviewed in your late 50s. Continue with this tool to determine how to prepare your Social Security strategy.

Are you married?
Yes
No
Were you previously married?

I've never been married

Divorced

Widowed
Did that marriage last 10 years or more?
Yes
No
When is your spouse's birthday?

Do you have any children under the age of 18?
Yes
No

What is your Primary Insurance Amount (PIA)?
What is PIA?
Your PIA is the benefit dollar amount you would receive if you elect to begin receiving retirement benefits at your normal retirement age.
How to determine your PIA
The Social Security Administration has a useful tool to help you calculate this number if you don’t know it already.

Click this PIA Estimator Tool and a separate window will open where you’ll be able to quickly determine your number and enter it here.

What is your email address?
Email*

State*
State ZIP Code

You are an excellent candidate to start a social security strategy
Your assets and financial positions are major factors to setting a strategy that makes sense. Most people don’t want to put that into an internet form and we want to respect your privacy.

So, if you’ll allow, one of our financial professionals can call you to better understand your situation and send you a complete Social Security Analysis. Simply enter your phone number below.

Enter your phone number if you'd prefer a call to discuss your Social Security options
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90 Days Newsletter

Advantage vs Supplement Quiz

Advantage vs Supplement

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ES - Advantage vs Suplemental

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ES - Preparación para el Seguro Social

Preparación para el Seguro Social

¿Cuál es su dirección de correo electrónico?

Usted es un candidato perfecto para iniciar una estrategia de seguridad social

ES -Medicare o Plan de Trabajo

Mudarse a Medicare o permanecer en el plan de la compañía

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Free Social Security Analysis

Free Social Security Analysis - ES

Free Social Security Analysis (1)

General Medicare 101

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Home Contact

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Medicare or Company Quiz

Move to Medicare or Stay on Company Plan

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Mudarse a Medicare
o permanecer en el plan de la compañía

Move to Medicare
or Stay on Company Plan