ASSOCIATION OF SENIOR SERVICE PROVIDERS (ASSP)


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Consulting with Soarella (All Insurance Matters)

Gruenberg, Mary

mary@soarella.com

 

Member profile details

Membership level
Financial, Health and Legal Services
First name
Mary
Last name
Gruenberg
Phone
630-608-4337
Company
Consulting with Soarella (All Insurance Matters)
Title
Agent, CFP, CRPC. LACP, LUTCF
Street Address
101 W 22nd St. Ste. 101
City
Lombard
State
IL
Postalcode
60148
Member Category
Financial, Health & Legal Services
MemberProfessionalHeadshot
Company or School Logo
COMPANY Awards, Badges, Recognitions
Licenses, Certifications, Degrees Held by Member
CFP, CRPC, LACP, LUTCF
Company Description
Guiding people on their retirement journey with insurance and financial plans.
A CFP with a focus on Medicare and Social Security strategies considering lifestyle, health and medication choices and addressing longevity, inflation, volatility, interest rates and taxes.
Licensed and certified across all major health carriers. Help identify which coverage plan is particularly suitable for your penchant to travel; partiality to specific physicians, practices or hospitals; and current prescriptions.
Benefit from my integrity, selection of products, and a free consultation.
Enlist my decades of expertise to help you select appropriate coverage for MEDICARE, long term care, health, life, home, auto or business insurance.
Friendly, approachable and dedicated to educating you on your options.

See me on: https://localhelp.healthcare.gov/place/915448 or
CFP Credentials at http://tinyurl.com/52bbk987
Speakers' Bureau
  • Yes-Unpaid Community Service
Topic
Insurance Plan Designs for the Elderly and Their Caregivers
Seminar Description
From introductions to in-depth interactive workshops on the purpose and need for:
* Social Security Strategies
* Health Insurance
* Aging Into Medicare
* From Disability to Medicare
* MEDICARE 101 (Advantage Plans vs. Supplement Plans)
* Long Term Care
* Directors & Officers
* Workers Compensation
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