Workshops

HEALTH & WEALTH, INC.
&
Life After 65

Our group of independent insurance professionals, dedicated to providing exemplary service to businesses and individuals invite you to attend a free informational webinar on any of the following important topics…

What Isn’t Covered by Original Medicare*?

Medicare doesn’t cover everything. Among the things that aren’t covered, Long-term Care (also called custodial care) is one of them. In this workshop, we will look at current trends and unique insurance solutions designed to address this risk and to help provide ‘Extended Healthcare Planning in retirement.’

Mind the GAPs

Many traditional health insurance plans have Gaps in coverage in the form of deductibles, coinsurance, or copays that can be costly in the event of hospitalization or a critical illness like Cancer, Heart Attack, Stroke, or Dementia. Come learn about a suite of unique solutions designed to help you cover co-payments, deductibles, & out of pocket expenses.

Understanding Life Insurance Options

Almost half of uninsured consumers (48 percent) say they haven’t purchased life insurance because they don’t know how much they need or what type to buy.
— 2022 Insurance Barometer Study, LIMRA and Life Happens.

Learn about the different options and the commons mistakes consumers make when purchasing life insurance. The educated consumer saves money and plans well.

Understanding and Benefitting from Fixed Indexed Annuities**

‘Annuity ownership is linked to retirees’ confidence — 73% of retirees who own an annuity say they are confident they will be able to live their desired lifestyle, compared with 46% who do not own an annuity’. -2021 Secure Retirement Institute study.

Protection of principal, tax-deferral, and guaranteed lifetime income options for both spouses are among the reasons why retirees and those planning for retirement are adding these products to their portfolios. Come learn more and see how they might work for you.

Contact us today for registration and schedule times at 888-429-4727 Ext. 101 or info@lifeafter65.org

*https://www.medicare.gov/what-medicare-covers/whats-not-covered-by-part-a-part-b Note: We are not endorsed or employed by Medicare.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

*Equity Index and Fixed Annuities: “Please note the application of surrender charges could result in a loss of principal, the minimum guaranteed return may be 0% and returns based on market inndex increases may be capped. The guaranteed account value of an equity-index annuity only applies if the annuity is held until the end of the contract term and that loss of principal is possible if the annuity is surrendered before the end of the contract term. Equity index annuities are not FDIC-insured, unlike index-linked CDs. Guarantees are subject to the claims paying ability of the issuer. A fixed annuity is only as good as the financial strength of the company issuing the policy.”

Licensed in Massachusetts, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Maine, Missouri, New Hampshire, New Jersey, New York, Nevada, North Carolina, Ohio, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia and Wisconsin.

Health & Wealth, Inc. is an agency licensed in 30 states. Brendan D. Murray is an individually licensed insurance agent in 30 states. He is co-owner and principal of Health & Wealth, Inc. and is also the owner and principal of Life After 65, LLC, which is an insurance agency, marketing, and consumer education company headquartered in OH and non-resident licensed in KY and RI.

We do not offer every plan available in your area. Currently we represent 0-11 organizations which offer 0-69 products based on service area. Please contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program to get information on all your options.

Licensed in Massachusetts, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Maine, Missouri, New Hampshire, New Jersey, New York, Nevada, North Carolina, Ohio, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia and Wisconsin.

Health & Wealth, Inc. is an agency licensed in 30 states. Brendan D. Murray is an individually licensed insurance agent in 30 states. He is co-owner and principal of Health & Wealth, Inc. and is also the owner and principal of Life After 65, LLC, which is an insurance agency, marketing, and consumer education company headquartered in OH and non-resident licensed in KY and RI.

We do not offer every plan available in your area. Currently we represent 0-11 organizations which offer 0-69 products based on service area. Please contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program to get information on all your options.

© 2025. All rights reserved. Powered by Quinnconcepts

Get a Free Quote Today!