Millennium Benefits Appointment Product Selection

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Please mark all products that you would like to discuss in your appointment today *

Medicare Advantage Plans (Most plans are Zero Premium, Extra Benefits: Dental, Vision, Hearing, OTC, Gym Membership, Network Based, Plans vary based on County)

Annuities (401k Rollover, Retirement Planning, Safe Money Accounts)

Business Owners (Buy Sell Agreement, Business Succession Planning, Key Employee Coverage)

Funeral & Burial Plans (Final Expense Planning, Burial, Cremation, End of Life Benefits)

Mortgage Protection Insurance (Mortgage Protection Plans, Mortgage Payment Insurance, Living Benefits – Critical, Chronic)

Property & Casualty (Personal: Home, Auto, Renters, Umbrella, Motorcycle, RV, Watercraft, Pet / Commercial: Business Auto, Liability, Workers Comp, Business Owners Package, Bonds, EPLI)

Hospital Indemnity Plans (Reimburses Hospital Stays, Ambulance, ER, etc.)

Accidental Medical / Accidental Death (Benefits Paid in the Event of an Accident)

Critical Illness (Cancer, Heart Attack, Stroke, Terminal Illness)

Long Term Care (Hybrid LTC/Life Insurance, Traditional Long Term Care)

Life Insurance (Term Life: 1, 5, 10, 15, 20, 25, 30, 35, 40 / Whole Life: Infinite Banking, Traditional / Final Expense)

Health Insurance (On/Off Exchange, Short Term Medical)

Disability (Individual, Business Overhead Expense Coverage, Key Employee)

Dental, Vision, Hearing (Individual or Combined)

Employee Benefits (Medical, Life, Accident, Hospital, Cancer, etc.)

Not Interested

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