Networking

2nd Life Consulting

Contact: Peggy Barrett
Office: (770) 224-6410
Mobile: (508) 612-4752
Email: peggy@null2ndlifeconsulting.com

Contact: Joe Barrett
Office: (770) 342-8423
Mobile: (770) 342-8423
Email: Joe@null4yourhomerealty.com

 

676 Lorimore Pass
Holly Springs, Georgia 30115
Website: http://www.2ndlifeconsulting.com

We have added Financial Planning for individuals and small businesses.
Getting out of debt to proper protection and wealth building & preservation.
Anyone 18yo or older.

Affordable Medicare Solutions

Contact: Keith Nabb
Office: (770) 945-5261
Mobile: (404) 933-3380
Email: keith@nullaffordablemedicaresolutions.com

 

3525 Lawrenceville Suwanee RD
Suwanee, Georgia 30024
Website: https://www.affordablemedicaresolutions.com

Affordable Medicare Solutions answers the questions that no one else will. We meet face-to-face with those who aren’t sure if they’re making the right health insurance or Medicare decision. We sit down with our clients, and compare their cost vs. coverage needs to find the absolute best plan for them and their family. We give consumers the education to confidently make the right healthcare choices. We work with all health care providers, and don’t leave any plan unrecognized. All it takes is a thirty minute conversation with one of our agents, and you’ll be on your way to a better, healthier life.

Alliant Life, LLC

Contact: Michael Giglio
Phone: (770) 715-4493
Mobile: (770) 715-4493
Email: mike@nullalliantlife.com

12600 Deerfield Parkway, Suite 100
Alpharetta, Georgia 30004
Website: http://www.alliant-telehealth.com

Alliant Life offers life, disability, long term care, and telehealth benefits to employers and employees in the senior care industry.

Alternative Plans/Asset Preservation

Contact: Ron Baker
Phone: 404-856-0656
Mobile:
Email: clairmont1924@nullgmail.com

1924 Clairmont Rd Suite 110
Decatur, Georgia 30033
Website:
www.preservingyourassets.com
http://rxcardprint.com

Ron Baker
Alternative Plans for Wealth Preservation, Legacy Planning
We reach a point in our lives realizing protecting our own assets & wealth, or that of our parents, has become so important for our future; as we smartly plan our own asset protection or transfer to the younger generation, or charity, when we are so blessed.
Avoid mistakes you may not be able to undue:, such as avoiding probate, protecting assets from lawsuit and attachment, failure to increase the transferable estate value to family, or charitable giving, suffer loss of family assets & inheritance due to improper Medicaid planning. Losing options to slow asset depletion, by not properly using available Veteran Benefits, or not understanding the conversion of EXISTING Life Insurance Policies into monthly payments

Baker Daily Money Management, LLC

Contact: Christopher Baker
Office: (678) 828-4314
Mobile: (678) 640-8512
Email: chris@nullbakerdmm.com

 

PO Box 14925
Atlanta, Georgia 30324
Website: http://www.bakerdmm.com

Best Fit Insurance, Inc.

Contact: Molly Wender
Office: (404) 932-1869
Mobile: (404) 932-1869
Email: bestfitins@nullgmail.com

 

6310 Cherry Tree Ln
Atlanta, Georgia 30328
Website: http://www.bestfitins.com

Helping you find the best fit for life, disability, long term care and Aflac supplemental policies. Whether it’s protecting you, your income, family or business, we can help find a solution.

Brightworth

Contact: Melanie Stewart
Office: (404) 760-9000
Mobile:
Email: melanie.stewart@nullbrightworth.com

 

3280 Peachtreee Rd. NE Suite 2075
Atlanta, Georgia 30305
Website: http://www.brightworth.com

Brightworth is a fee only investment management and financial planning firm that supplies wealth management solutions to individuals, families, and institutions.

Burkard Insurance, LLC

Contact: Eric Burkard, CLTC
Office: (770) 777-5988
Mobile: (770) 639-5757
Email: eric@nullburkardinsurance.com

720 Marianna Lane
Alpharetta, Georgia 30004
Website: http://burkardinsurance.com/

Eric is an independent life insurance agent who specializes in long-term care funding solutions including hybrid Life and LTC insurance policies and represents the top carriers in the industry and throughout the country. In addition to Long Term Care, Eric works with business owners to provide Life Insurance and Disability Income Insurance to fund buy-sell agreements.

CBC National Bank Reverse Mortgages

Contact: Terry Bowser
Office: (770) 635-1667
Mobile: (404) 642-6021
Email: tbowser@nullFirstBankOnline.com

1275 Lyndhurst Way
Roswell, Georgia 30075
Website: www.cbchomeloans.com

Terry Bowser, Reverse Mortgage Advisor, is in his eighth year educating senior homeowners on how the FHA Guaranteed HECM can enable them to use the equity in their home to pay for home improvements, nursing care, prescription medicine, travel, or just to make ends meet. There are no monthly payments as long as the homeowner continues to live in the home. He teaches senior financial advisors, elder law attorneys, bankers, mortgage loan officers and realtors the benefits of this 25 year old program.

CBIZ Insurance Services

Contact: Evan Orvis
Office: (470) 282-2536
Mobile: (770) 712-3903
Email: eorvis@nullcbiz.com

 

2475 Northwinds Parkway
Alpharetta, Georgia 30009
Website: https://www.cbiz.com/insurance

CBIZ Insurance Services is privileged to serve the Assisted Living industry for all of its Property & Casualty and Benefits Insurance needs. Our position as one of the top 20 brokers in the U.S. enables us to foster strong relationships with highly rated insurance companies that provide the best products and highest value to our customers. Locally we specialize in working with senior care focused organizations to improve their Property & Casualty Insurance coverage programs. CBIZ has expertise in all lines of insurance coverage, including (but not limited to):

• General Liability
• Professional/Medical Professional Liability
• Workers Compensation
• Property
• Auto Liability
• Employee Benefits Plan Design & Administration.

Common Sense Solutions

Contact: Vivian Wright
Office: (404) 995-8564
Mobile:
Email: vwright@nullcomsense.biz

Contact: Phillip Price
Office: (404) 995-8564
Mobile:
Email: pprice@nullcomsense.biz

 

PO BOX 13032
Atlanta, Georgia 30324
Website: http://comsense.biz/

Daily Money Management
Fiduciary Services
Senior Living Transitions

Edward Jones

Contact: Cara O’Grady
Office: (404) 846-8378
Mobile:
Email: cara.ogrady@nulledwardjones.com

Contact:  Logan Vaughn
Office: (404) 846-8378
Mobile:
Email: logan.Vaughn@nulledwardjones.com

 

2556 Apple Valley Rd, Suite 100
Atlanta, Georgia 30324
Website: https://www.edwardjones.com/cara-ogrady

Eon Health Plan

Contact: Bonita Prigmore
Office: (404) 626-3999
Mobile:
Email: bprigmore@nulleonhp.com

 

3620 Enterprise Way
Miramar, Florida 33025
Website: https://eonhealthplan.com/

Medicare Advantage Health Plans

GA Reverse Lady – OPEN Mtg, Reverse Division

Contact: Carol Hurst
Office: (770) 314-0027
Mobile: (770) 314-0027
Email: carolhurst@nullopenmtg.com

 

3761 Portland Trail Drive
Suwanee, GA 30024

Website: http://www.gareverselady.com

Education is my Calling Card. I educate homeowners, their children, their trusted financial advisors, CPAs, Realtors (anyone who will slow down long enough to listen, with the true facts of the Reverse Mortgage program. It’s important for homeowners age 62+ AND adult children, as well as ANYONE working in the Senior segment of our p opulation to know what the Reverse Mortgage WILL do as well as what it WON’T do. Only by having a clear understanding of the program can a valid decision be made regarding the benefit, or not, of implementing a Reverse Mortgage in one’s individual household. For a FREE, NO-OBLIGATION, NO-PRESSURE, Face-to-Face meeting, please give me a call. I meet in the comfort of your home or another place convenient for you. Carol Hurst, Because Trust Matters

Humana

Contact: Miguel Blanco
Office: (404) 630-6849
Mobile:
Email: mblanco6@nullhumana.com

Contact: Karen Osmon
Office:
Mobile: (404) 353-1203
Email: kosmon@nullhumana.com

 

1200 Ashwood Parkway Suite 130
Atlanta, Georgia 30338
Website: http://www.humana.com

health insurance options for Medicare beneficiaries

Integrated Financial Group

Contact: Lesley Hatfield
Office:
Mobile:
Email: Email: Lhatfield@nullintfingroup.com

Website: http://www.kevingarrettifg.com

Kevin Garrett is a nationally recognized Financial Advisor, and Partner in one of the largest financial planning consortiums in the country, Kevin and his team focus his extensive planning strategies around pursuing his clients’ goals and dreams for themselves and their families before and during retirement. He specializes in assisting women who are dealing with life transitions of death of a spouse, divorce and remarriage.

Level Creek Wealth, Inc.

Contact: Barry Calano
Phone: (770) 623-3317
Mobile: (678) 939-4049
Email: bcalano@nulllevelcreekwealth.com

Contact: Paul Busino
Phone:
Mobile:
Email: pbusino@nulllevelcreekwealth.com

4411 Suwanee Dam Road, Ste 555
Suwanee, Georgia 30024
Website: www.levelcreekwealth.com

Retirement planning, wealth management, life insurance, and long-term care protection; business planning strategies and insurance.

Life Care Funding

Contact: Don Malcolm
Office: (770) 458-2745
Mobile: (404) 425-4808
Email: donmalcolm@nullmsn.com

1676 Berkford Ct
Brookhaven, Georgia 30319
Website: http://www.lifecarefunding.com

Life Care Funding assists people in need of funds to cover the costs of senior housing and long term care.

Life care Funding is the market leader of converting the death benefit of an in-force life insurance policy into an irrevocable, FDIC insured Benefit Plan to cover the costs of home care, assisted living, skilled nursing home care and hospice.

Long Life Strategies, LLC

Contact: Steve Norris
Phone: (770) 833-3496
Mobile:
Email: steve@nulllonglifestrategies.com

1000 Whitlock Ave, Ste 320, PMB 107
Marietta, Ga 30064
Website: www.longlifestrategies.com

We help people plan for extended health care there by preserving their assets and maximizing their independence in retirement.

Lupas Financial Servies

Contact: Larry Lupas
Phone:
Mobile: (678) 428-5216
Email: larry@nulllupasfinancial.com

1935 Timberidge Point
Cumming, GA 30041
Website: www.lupasfinancial.com

Medicare Options Info, Inc

Contact: Mary Lee Nichols
Office: (888) 357-1999
Mobile: (770) 367-1313
Email: maryleenichols@nullmedicare-options.info

Website: http://www.medicare-options.info/

Mary Lee Nichols is a licensed independent agent appointed with private insurance companies approved by Medicare offering Medicare Advantage Plans (Part C), Medicare Special Needs Plan (SNP), Medicare prescription drug coverage (Part D) and Medigap policies for people who are 65 or older and certain younger people with disabilities. As an independent agent Mary Lee can find affordable plans to fit an individual’s budget and work with their prescriptions, doctors and hospital.

Mary Lee is also interesting in sponsoring your community events that follow the Centers for Medicare and Medicaid Services (CMS) guidance regarding the promotion and handling of educational and sales/marketing events.

New York Life

Contact: Steven Sze
Office: (470) 418-9116
Mobile: (470) 418-9116
Email: ssze@nullft.newyorklife.com

Office: (770) 730-2000
Mobile: (678) 448-8922
Email: tlamarr@nullft.newyorklife.com

5909 Peachtree Dunwoody Road, Building D, Suite 1100
Atlanta, Georgia 30328
Website: http://www.tanyalamarr.com

I offer a variety of products that can help you meet a number of insurance and financial needs. I specialize in Long Term Care and Worksite/Employee Benefits.

North American Health Plans

Contact: Bob Smith
Office: (404) 593-9663
Mobile: (404) 593-9663
Email: Bob.Smith4Health@nullgmail.com

4259 Tuckersham Lane
Tucker, Georgia 30084
Website: http://northamericanhealthplans.com/bob.smith

Health and Life Insurance for individuals without employer group health insurance. This space includes Affordable Care Act “under 65” health plans, Medicare Advantage, MedSup, and senior ancillary products and life insurance including Final Expense Plans.

Partners Risk Services

Contact: Shane Whitten
Office: (770) 609-2720
Mobile: (404) 431-0405
Email: swhitten@nullpartnersrs.com

10692 Medlock Bridge Rd; Suite 200
Johns Creek, Georgia 30097
Website: http://www.partnersrs.com

Risk Management and Insurance Programs designed specifically for Senior Care service providers and facilities including Workers’ Compensation, General Liability, Professional Liability, Employment Practices Liability, Property, Auto and Umbrella insurance policies.

Peachtree Planning Corporation

Contact: Thomas Williams
Office: (404) 260-1674
Mobile: (404) 425-9611
Email: Thomas.Williams@nullPeachtreePlanning.com

5040 Roswell Road
Atlanta, Georgia 30342
Website:

Helping you fully and confidently plan for all phases of your life, both planned and unplanned. I was a caregiver to my father, an unplanned event. That experience led me to become a financial planning resource to others touched by events that could have them questioning how really invincible they are. Do you have a plan for the “what ifs in life”? My team and I take a big picture approach to align all your financial decisions to what matters most to you. Positioning you financially with a plan for the uncertainties that come with living your life is essential. By getting to know you and your core values, we utilize our considerable resources to help you live the life you envisioned, on your terms. We serve individuals and businesses.