Giving access to care for our clients by building comprehensive plans requires that we look at any benefits that they may have access to and any ways we can assist them. If you have American Indian or Alaska Native clients, Medicare can be a confusing topic because of the benefits offered to them by the Indian Health Service.

NAIFA member Richard Demko II, LUTCF, LACP, has joined Centric Wealth as Head of Agency focused on insurance, as well as on protection for all lines of business, specializing in supplemental retirement planning and legacy planning. Centric Wealth was founded to give clients individualized attention and custom strategies to help them navigate the complex waters of finance.