Investing & Retirement

MedRates helps you make wise decisions with your money

Not everyone is cut out for the volatility of the stock market!  

And that is why many people have opted to keep their savings in low interest bearing bank accounts which we can understand completely.

The problem with this strategy is that as time moves on, inflation and taxes will erode the purchasing power of your savings.

At MedRates, we offer a whole suite of wealth management products to help you grow your money a little more safely. Of course, there is some risk in all things, but we will show you things that offer a guarantee and things that do not offer a guarantee but can offer  downside market protection.

And we are not talking about just life insurance and annuities!

In some cases, life insurance and annuities make sense for the right people and circumstances but there are also many other products that are available that can give investors reasonable returns with greater downside protection.  

Some of the products that can accomplish this are:

Our wealth management partners can also help build a custom portfolio and are happy to meet with you on a quarterly basis to keep you informed and on track.

Make your choice clear! Schedule a call today.
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Working with MedRates is easy

With 30+ years of experience, we can help you save time, money, and aggravation.
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Discovery Call

Book a call so we can learn more about your unique situation and coverage needs.
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Review Your Options

We will go over the best plans for your needs and answer any questions you have.
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We will help you gather the right information to enroll and even do the paperwork for you.

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Imagine having the right coverage at the right price. Doesn't that feel good?
Health Insurance InsuranceWala

Health Insurance

Cover yourself and your loved ones with the right Health Insurance plan.
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Life Insurance InsuranceWala

Life Insurance

Make sure you have the right plan in place for your family.
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Disability Insurance InsuranceWala


Get coverage in the event of an unexpected injury.
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Medicare Planning InsuranceWala


The Medicare system seems very confusing but we make it easy.
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Long Term Planning InsuranceWala

Long Term Care

Make sure you're prepared to meet the needs you will have later in life.
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Visitors Insurance InsuranceWala

Travel Insurance

The secret to worry-free travel is a good Travel Insurance policy.
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Employee Benefits InsuranceWala

Employee Benefits

Take care of your employees and your wallet with the right benefit package.
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Investing and Retirement InsuranceWala

Investing & Retirement

Help your money work for you and prepare for your retirement years.
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