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Joel Planer

  • Fort Mill, SC
  • 704-451-7139
  • planer@comporium.net

I have more than twenty (20) years of experience in advising seniors.  I take my profession very seriously because my expertise affects real live people.  l work well with the insurtance carriers and can help resolve carrier disputes saving four of my clients an average of $1000 a year. My expert services are free of charge.  

My three areas of expertise are Life,  Health, and Wealth.

•     Life Insurance and  Final  Expense Burial Plans

•     Medicare Supplements, Medicare Advantage, and  Prescription  Drugs

•      Retirement planning, Social Security maximization, Zero-risk, tax deferred Annuities.  Dental,  Indexed  Universal  Life,  Legal plans, and Trust attorneys are other tools Joel uses to protect the client's wealth.

visit my website at www.naaip.org/jplaner

I am here to answer your questions.

Why did the insurance company not pay this bill when I thought that they should  have?   

Would you like your present policy benefits explained to you in a  language that you can understand?  

Is your current policy worth the premium you pay for it or should you change plans?  

Are you ready for retirement and want options for your company's retirement plan?   

Is a Medicare $0 health plan the right plan for me?

What is the best Medicare plan to use with my Veteran benefits?

Are you experiencing price increases?  

Do you know someone turning age 65?

Call me, I'm here to help.


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