Planning for healthcare expenses alone can be a complex endeavor for clients. We provide materials that make it easy to start the conversation and help your clients make sense of their Medicare options. 


Map Out Your Client's Healthcare Retirement Plan with the Healthcare Expense Analyzer

Download, fill out, and email the attached form to the Retirement Strategies Group to receive a specialized report for your client regarding their projected healthcare expenses. 


Email your completed form to


Help Clients Understand Their Medicare Options

Use this brochure to explain the medicare options for health planning, including information about Medicare (Parts A-D), costs, eligibility, and enrollment. 


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Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.

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