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Past Webinar: Social Security Optimization

There are many things that affect you when you decide to start your Social Security Income. Rules apply differently to those who take it early and those that chose to take it at their full benefit age. This class will explore all of the options and let you see potential results in real numbers. When you see the real numbers, you may be better prepared to make that decision. Are you divorced after being married to someone for ten years or more? There may be benefits that you are entitled to which you have not been made aware. Have you been told that because of your income level you will pay higher premiums for Part B? What if anything should you do about that now? This webinar will attempt to answer your questions.

AHF representatives can assist you in determining the options to potentially increase your financial lifetime benefits. Contact our office 1-850-466-1292 to today to make an appointment to learn more about different social security options available to you.

Past Webinar: Long Term Care Options

LTC insurance is a way to reimburse clients for covered expenses they may need with care at home or in a facility when they are unable to do some of these basic daily activities of daily living (ADLs): bathing, dressing, eating, continence, toileting and transferring.

Asset-based LTC products are about helping clients be prepared and provide protections clients won’t get from other options. That way, if care is needed, they can pay for those services or care so loved ones don’t have to provide the care or change their lifestyle to provide care.

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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company. American Heritage Financial, LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary. The use of asset allocation or diversification does not assure a profit or guarantee against a loss. Investing involves risk which includes potential loss of principal.