The Hodges Agency
You're Invited: Secure Your Legacy at a FREE Dinner Seminar
Join The Hodges Agency and Wheeler Consulting for a complimentary evening of fine dining and essential planning at Bodean's Seafood and Steakhouse. We'll help you gain peace of mind by protecting your family and your assets for the future.
When:
Choose the date that works best for you:
Tuesday, November 18th, at 6:30 PM
Thursday, November 20th, at 6:30 PM
What We'll Cover:
This no-obligation seminar will provide clarity and guidance on:
Estate & Retirement Planning: Learn how to protect your nest eggs, IRAs, and 401(k) from market risk.
Pre-Planning Funeral Services: Find out how to address this difficult topic now, so your loved ones won't have to later.
Life Insurance: Understand your options for creating a risk-free legacy with no fees.
This is a complimentary, educational dinner seminar. There is no pressure and no obligation. We believe that knowledge is power, and we're here to help you make informed decisions.
RSVP:
Space is limited, so reserve your seat today!
Call Patrick: 918-732-9122
Email Patrick: [email protected]
As I'm looking through the Healthcare plans for this year, I'm stunned at the rates, and the amount of out of pocket expenses and what ISN'T covered. Make sure you're reading EVERYTHING! And now more than ever indemnity plans can help SO MUCH. Carrie just spent several days in the hospital, not working. She had to go on leave early, and couldn't do anything except heal. In that time thousands of dollars were billed to insurance, of which several hundred will fall to us. Do YOU have a plan for when this happens? Who's going to help pay your bills? Let me know if you're interested in a VERY affordable plan that does just that.
I am currently setting free portfolio analysis meetings on Thursday, Virtual or in person. If you don't have coverage, don't know where to start, or simply have questions, I am available and taking on new clients, from home and auto, to life and retirement planning. My clients do NOT pay fees, I am here to serve you.
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Hello everyone, here is my PSO for the day. We all understand that insurance is needed in certain scenarios, Home, Auto, Health.. And while I can assist in all of these, I want to mention Life insurance, and Paycheck insurance. You may have heard of the first, but what is the second? Both are necessary to help protect yourself and your loved ones from un-necessary financial stress, both can be used while you're still alive, and the indemnity plans unlike Life insurance in most cases, is NOT a one and done. My family and I have been greatly assisted with our indemnity plans, they paid US and helped us stay afloat during times of hardship due to injury. Like Life benefits this is paid to you TAX FREE, and does not have to be reported as income. If you were out of work due to an injury, how many days would it take to really start to affect your quality of life? While disability plans are amazing, and highly recommended, they usually have a waiting period of a week or more before they start to pay. And were you to die, how long before your spouse, or family felt the financial strain of the funeral, and expenses? Could they maintain their quality of life? If you left them a retirement plan ( which I hope you have), they would have 10 years to spend it, and it would count as taxable income, potentially adding to their strain. If not with me, please sit down with an insurance advisor and see what your needs really are, or visit my site https://lnkd.in/dPJBJMRj for a free financial assessment. I am ready to serve you!
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Tulsa, OK
74120
03/02/2025