Meet the Medicare Team
Our goal is to help retirees to understand their Social Security and Medicare options in plain, easy to comprehend language.
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CHFC, CLU, LUTCF
Salt Lake County North
Medicare SpecialistOUR VALUES IN ACTION: P.I.E.
We light the way to your success through strict adherence to our core values which we call P.I.E.
Personal touch, Integrity rich, Experience-based solutions.
Personal Touch
The first thing most advisors notice when talking with Beacon is how little we talk about ourselves. Our genuine interest is in your practice, the needs of your clients and what success means to you. We’re dedicated to providing a personal touch.
Integrity Rich
Not only do we strive to do the right thing when someone is watching, we also do the right thing when no one is watching. We’re straight forward and honest. Integrity is the key our success.
Experience-based Solutions
Beacon has over 125 years of combined experience. Our team has worked in various facets of the financial services industry and we deliver this experience to you in the solutions we offer.
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Utah County South
Medicare Specialist
We exists to help individuals on Medicare or considering Medicare, understand and obtain the insurance coverage they need and deserve. We accomplish this by understanding our clients’ complete insurance needs, designing a responsible protection program and recommending insurance that is a cost-effective insurance strategy for each individual situation.
How do I maximize my benefits?
How to coordinate spousal, survivor and divorced benefits?
What’s the impact of filing early vs delaying benefits?
How does working after I file impact my benefits and taxes?
Should I enroll in Medicare at 65 if I’m still working?
What does Medicare cover and what doesn’t it?
How does Medicare compare to my current coverage?
What’s the difference between Medicare Advantage and Supplement Plans?