Health Insurance Consultation

~ Personalized session where you sit down ( virtually or in person) with an expert like JLS Insurance Service! we Will go over all the details of your health coverage needs. It's really about understanding what kind of plans fit you best, answering your questions, and helping you navigate through all those options so you can make confident decisions. In a nut shell, it's your one-on-one time to get clarity and feel impowered about your health insurance choices

Medicare Consultation

~ A Medicare consultation is really all about helping folks who are either approaching Medicare age or already eligible to understand their options. In a nut shell, during a Medicare consult, you sit down with someone who walks your through the ins and outs of Medicare things like Medicare part A, part B, Medicare Advantage, supplements, prescription drug plans and so on. The goal is to make it all less confusing and help you figure out which plan fits your healthcare needs and budget best. So its a really friendly guide to help you navigate the whole Medicare landscape with confidence.

Life Insurance Consultation

~ A Life Insurance Consultation is basically a personalized chat where you get to dive into all things life insurance with an expert. So during this kind of session, you'd talk about your personal and family needs, your financial goals, and what kind of protection makes the most sense for you - whether that's term life, whole life, or maybe something like an indexed universal life policy. The idea is to help you understand your options, figure out how much coverage you might need, and ultimately feel confident about securing your loved ones' futures. So it's all about giving you that peace of mind and clarity.

Retirement Planning Consultation

~ Retirement Planning Consultation is basically a dedicated conversation where you and a financial professional sit down and ap out your long-term financial goals for retirement. It's all about looking at where you are now, where you want to be when you retire, and what steps you need to take to get there. You'll talk about things like saving strategies, investment options, how to handle your 401(k)s or IRA's, maybe even how to roll things over into annuities or other retirement vehicles. Essentially, it's your roadmap session to make sure you're set up for a comfortable, secure retirement.

Financial Education

~ Ready to make smarter financial decisions but not sure where to start? Join us for Finance 101, a free educational workshop series designed to empower individuals and families with practical financial knowledge.

~ Whether you're preparing for retirement, managing debt, exploring insurance options, or planning for your child's future, this series breaks down complex topics into easy-to-understand, actionable steps.

~ What You'll Learn:

-Budgeting and saving strategies

- Understanding credit and debt

- Life and health insurance basics

- Retirement and investment planning

- Planning for major life events (college, homebuying, etc.)

- How to spot scams and protect your money.

~Who should Attend:

Adults of all ages- especially those aged 45+ looking to improve their financial wellness and plan for the future with confidence.