Wingert  Financial Services

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INSURANCE                     Sick, injured, or six feet under, the bills keep coming...

Life Insurance






















 

 

 

LIFE INSURANCE

 

Using life insurance to protect a family, business, estate, or key employee is a very powerful, yet cost effective tool.  We work with many leading national companies, that are financially strong, competitively priced, and easy to work with.  Contact us to discuss what type of life insurance is right for you.

 

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DISABILITY INSURANCE

 

If you had a machine in your home that produced money, would you insure it?  If you work to earn a living, you are that machine.  Disability insurance is designed to replace income when a worker is disabled from either sickness or injury.  Disability polices are not sold from a "cookie cutter". Each policy is designed specifically to meet the needs of the insured.  Contact us for further details.

 

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MEDICARE SUPPLEMENT


Confused by the new Medicare Rx plan?  Give us a call, we offer traditional Medicare Supplement plans, Med Advantage plans, and Medicare Rx plans.

 

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LONG TERM CARE

 

Long-term care is not only for older, retired seniors.  A great number of insureds receiving long term care benefits are not retired, they are younger workers.  What it protects is simple, wealth & choice!  If someone is unable to perform basic activities of daily living, a long-term care policy can provide financial resources to pay for assistance with those activities.  A long-term care policy can prevent from having a loved-one stay home from work to provide care or having to liquidate assets to pay for care in a facility.  A long-term care policy can preserve wealth while allowing the choice of who will be a caregiver and if a facility is necessary, to be able to choose between facilities. 

 

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MEDICAL

 

Incurring large medical expenses can be done very easily these days.  The folks who have large medical bills are those without proper coverage.  There is no good reason for someone not to have coverage.  Individual medical insurance is affordable.  From rich benefited plans to high deductible catastrophic plans, we offer a wide selection of leading medical carriers and products.  Contact us to find out how easy it is to get coverage.

 

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DENTAL

 

We offer several different types of dental policies to keep our clients smiling.  Contact us for details.

 

 

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REQUEST A QUOTE

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Do you or someone you know.............

h Spend more time planning vacations than retirement?

h Want to save for a child's education?

h Not really understand an employer's life and disability income insurance plan?

h Spend too much money on medical insurance?

h Feel like the IRS is getting too much?

h Plan to care for a parent or sibling in the future?

h Contribute to a 401(K) and not understand the plans options?

h Have retirement plans with previous employers?

h Not fully understand the impact of inflation and taxes?

h Not have a will or trust?

h Feeling trapped in an investment property because potential taxes?

h Wish to invest but are not sure how to go about it?

If you answered yes to any of
the above questions, contact
  us to learn about the options
available to you!


Securities offered through Investors Capital Corporation- Member FINRA/SIPC
26 Meadow Lane
, Cumberland Center, ME 04021
* Tel 207 829-4673
Advisory services offered through Investors Capital Advisory Services
 
Jason D. Wingert is licensed to sell general securities in: WA, OR, CA, FL, GA, MA, NJ, and Advisory Services in WA.   Wingert Financial Services, Inc is doing business as Wingert Financial Services.  Wingert Financial Services, Inc is licensed as an insurance agent/agency in the state of Washington.  Jason D Wingert is a licensed insurance agent or producer in: OR, CA (0D71592), MA, NH, TX, ID, CO, AZ, MT, IA, IL, WA.