Knowledge Base

Helping You Understand Insurance and Financial Solutions in Simple Language

Navigate the complexities of insurance and financial solutions without the jargon. Use the knowledge base to find clear, concise, and practical information that helps you make informed decisions.

Tina Waltz

Insurance Agent

(212) 397-8451

New York, NY 10010

About Me
8 Years of industry experience

As a Health Insurance Agent, I specialize in navigating complex healthcare systems to provide clients with optimal coverage tailored to their needs. Read More >>

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Retirement Planning

New Job, New Beginnings. Don't Leave Your 401(k) Behind-It's Time for a Fresh Start.

Starting a new job is exciting, but what happens to the retirement savings you've already built up? Leaving your 401(k) behind with your previous employer may mean missed opportunities for growth, flexibility, and security. Now is the perfect time to take control of your retirement funds by rolling over your 401(k) to an IRA, and here's why it's a smart move.

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Retirement Planning

Secure Your Retirement with Guaranteed Income Annuities.

Are you approaching retirement and wondering how to secure a steady income? Planning for retirement can feel overwhelming, but you can achieve financial peace of mind with the right tools. Guaranteed Income Annuities are designed to provide a reliable income stream throughout your retirement, giving you the security and confidence to enjoy your golden years on your own terms.

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Health Insurance

Turning 65 Soon? Don't miss out on Medicare Open Enrollment.

Turning 65 is a major milestone in life, and it comes with a significant benefit-Medicare eligibility. If you're approaching your 65th birthday, it's time to take control of your healthcare future by enrolling in Medicare. Navigating the complexities of Medicare can be overwhelming, but we're here to make the process simple and stress-free.

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Health Insurance

Unlock the Benefits of Medicare Open Enrollment: Don't Miss Your Window of Opportunity

Medicare Open Enrollment is here - your once-a-year opportunity to review, change, or enhance your Medicare coverage. Whether you're looking to switch plans, add prescription drug coverage, or simply explore your options, now is the time to ensure you have the coverage that best fits your healthcare needs. Don't let this important window pass you by.

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