Did you know that VA benefits are not considered credible coverage to avoid the part B enrollment penalty from Medicare? If you are like most, you need help understanding the way Medicare works and how to get the most out of your benefits. I specialize in products like Medicare and Retirement Solutions like Life Insurance, Annuities and Long-Term Care. I can show you how to protect your assets, health and leave a legacy behind for you family.
Investment and Insurance
EMPLOYEE BENEFITS: Potential employees determine where to work initially based on a good working environment and reasonable income.How long they stay depends on the benefits. Giving employees security in the form of risk management and a pathway to retirement creates a bond for a long term relationship. Benefit Design Group helps employers evaluate plan structure and product selection. We help implement these plans with personal one-on-one employee education and enrollment. Each employee and their family has access to us for questions and assistance.
We are a Health Insurance and Medicare planning firm with access to the local and national insurance companies. Working with the public exchange established by Affordable Care Act, or with a private exchange, we listen to your needs and direct you to your individual options. Since 1994, The Insurance Store Inc takes pride in our helping thousands of clients across the Pacific Northwest. In 2014, The Insurance Store Inc. opened its first main street location in downtown Lake Oswego Oregon. We have licensed representatives throughout the Northwest serving their local communities.
WILLIAM "WILL" O'DONNELL--FINANCIAL ADVISOR
Will recently entered the financial services industry after serving in the U.S. Air Force and U.S. Army for 20 years. He joined Anderson-VanHorne and Wall Street Financial Group in 2015 with the desire to help clients with their financial goals. Will graduated from the University of Alabama in December 2013 with a Master’s Degree specializing in Financial Planning and Counseling. He holds the Series 7 & 66 FINRA licenses and is Life, Accident, and Health insurance licensed in multiple states.