Anders Monahan Benefits

Anders Monahan Benefits Helping people via their group insurance needs including life, health, supplemental, medicare part D (prescriptions), and fixed annuity needs.

To advance knowledge and the frontiers of technology to meet the changing needs of our community's group health and life insurance needs.

01/10/2025

A new year and new focus. January is a good time of year to review your life insurance policy. Beneficiary name and amounts as well as omissions. Submit change forms, update your records, and ensure your estate attorney has updated documents as well.

Following large group meetings today, online collaboration this afternoon with our partners on financial planning for th...
11/02/2023

Following large group meetings today, online collaboration this afternoon with our partners on financial planning for the sandwich generation.

Estate planning combined with life insurance as well as future planning, such as a long term care policy, can be a helpf...
04/02/2022

Estate planning combined with life insurance as well as future planning, such as a long term care policy, can be a helpful part of caring for your family's needs.

Estate planning helps designate who gets your assets and handles your affairs after your die or are incapacitated. Here are 7 steps for estate planning.

I used to feel wills and trusts were an emotional decision till the perspective changed. There will be different paths i...
04/02/2022

I used to feel wills and trusts were an emotional decision till the perspective changed. There will be different paths in life as well as those around you and in that journey, some may feel obligated or burdened. Some have also not learned financial literacy. Life change reviews every few years are an important part of estate planning.

FreeWill lets you make your last will and testament quick, easy, and completely free. It is a simple online legal will maker that helps you compile will forms to print and sign, or to take as a basic will template to an estate planning lawyer. FreeWill is built alongside will making experts.

02/21/2022

I get questions about wills and trusts a lot. Here's a quick, simple breakdown of the basic differences between the two.

Not everyone needs a living trust, but EVERYONE needs a will. It doesn't have to be a complicated or expensive process. You can even get a state-specific and affordable will online.

Learn more about the only company I recommend to help you get this taken care of: https://bit.ly/35LkV5l

Social security 5.9% benefit increase for 2022 annoucement:
11/01/2021

Social security 5.9% benefit increase for 2022 annoucement:

2020 Press Releases

Address

Naples, FL
34106

Telephone

239-352-5326

Website

Alerts

Be the first to know and let us send you an email when Anders Monahan Benefits posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share

Share on Facebook Share on Twitter Share on LinkedIn
Share on Pinterest Share on Reddit Share via Email
Share on WhatsApp Share on Instagram Share on Telegram