Resources

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

When do I sign up for Medicare?

If you are already receiving Social Security benefits, you will be automatically signed up with your Medicare coverage effective the 1st of the month you turn 65. if your birthday is the 1st of the month if will be effective the 1st of the month prior. If you are not yet receiving Social security benefits you want to apply 4-5 months before your 65th birthday. If you plan to continue working you still want to apply for Medicare but for Part A only.

Do I need Life Insurance and how much?

That will depend on a number of things, such as loss of income, final expenses, & legacy wishes. It is best to consult with a licensed agent in this matter.

What should a financial plan include?

It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.

Why should I make a financial plan?

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.

How often should I update my financial plan?

You should meet with us to review your plans every year, or before any major life transition.

Terms of Service

This is a solicitation of insurance. Not connected with or endorsed by the United States government or the federal Medicare program.

Jake Purvis Consulting does not offer tax, legal, or investment advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended as investment advice, nor do they predict future performance of any product. All information provided is believed to be from reliable sources, however we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. Jake Purvis Consulting assumes no responsibility or liability for the content of this message. The information contained herein is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness, timeliness or of the results obtained from the use of this information.

CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation.

Important Links & Downloads

Frequently Asked Questions

Medicare AEP

It’s a wrap!

Important Links & Downloads

Frequently Asked Questions

Medicare AEP

It’s a wrap!

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