LASHAY FINANCIAL AGENCY
Questions to bring to Mariah Jordan

MEDICARE
1. Are my doctors, prescriptions, and pharmacies covered?
2. What premiums and out-of-pocket costs should I compare?
3. Which enrollment period applies to me?

LIFE INSURANCE
1. Who depends on me, and would they need help with the mortgage or other bills?
2. How do term, permanent, and final expense options differ?
3. What are the premiums, exclusions, and any waiting periods?

RETIREMENT
1. What income and expenses do I expect in retirement?
2. How much flexibility and access to my savings do I need?
3. What fees, restrictions, risks, and guarantees apply to any annuity I consider?

Arrange Medicare marketing appointments separately from life insurance and annuity sales appointments.
Educational information only, not a quote, enrollment, or personalized recommendation.