In this newsletter:

• Financial Literacy Month
• Medicare Supplements explained

• Earth-conscious funeral options
• Be aware of billing fraud

Your finances may become more complex as you hit age 50 and beyond. If you seek help from a certified financial advisor who specializes in older adult planning, consider these five tips first.

Financial planning is not one-size-fits-all, especially between men and women, who hit retirement age with different experiences — and different bottom lines.

Putting aside money isn’t the only way you should be investing in your retirement. Make sure you don’t forget health care and insurance when retirement planning.

Another essential but often forgotten part of retirement is end-of-life planning. Purchasing a Final Expense insurance or Preneed Funeral insurance plan allows you to arrange your finances to fund your final wishes and protect your loved ones.

Related articles

What you need to 

know about bereavement leave

After the death of a loved one, you need time to grieve and begin the healing process. But for many people, especially those working full- or part-time jobs, time is limited. That’s why understanding your bereavement leave options is necessary.

5 health tips for retirees

It’s important to maintain healthy habits during retirement, but many retired people struggle to incorporate these habits into their new routines. Follow these five easy tips to make a big impact on your health during retirement.

Why you shouldn’t ignore hearing loss

If left untreated, your hearing loss can create consequences not just for you, but also for your loved ones. With April 24 being International Noise Awareness Day, now is the perfect time to have your hearing checked.

Medicare Supplement insurance

Understand your insurance options in retirement.

Medicare can be confusing. But by learning the differences between Medicare Supplement versus Medicare Advantage, you can find the right plan for your health and financial well-being.

Glossary term

Green funeral

This service incorporates environment-friendly alternatives to a typical funeral, such as not embalming or embalming with formaldehyde-free products, using recycled paper for programs, selecting locally grown organic flowers, or choosing a natural or green burial. 

Advance funeral planning is especially important for a green funeral since family members may find it more challenging to organize in a short timeframe than a traditional burial. Fortunately, it’s easier to preplan a green funeral than you might think. 

Helpful resources

Funeral expenses calculator

Funeral planning

guide

Estate planning guide checklist

We'll always be dedicated to serving you

Wellabe aims to better communities, employee well-being with volunteerism

We know our ability to serve our customers is only as good as our team’s well-being. That’s why we make volunteering a key component of our culture of betterment. 

Wellabe turns 95 

in 2024

For nearly a century, we have been providing insurance solutions to help people prepare for tomorrow and live better today. 

Older adults: Be aware 

of medical equipment fraud 

Wellabe warns customers to look closely at providers' statements to protect themselves from fraud. Some policyholders are being billed for medical equipment and services they don’t need. 

Explore and learn more

Wellabe offers life and supplemental health insurance plans to help you prepare for good days and bad. We'll always be here to empower you to be well – well prepared, well protected, and well loved. If you’d like to speak to an agent to learn more, call 866-739-8143.