Our Story

ONE RESOURCE FOR ALL YOUR RETIREMENT CONFUSIONS

ItsThatTime began as an agency focused just on Medicare. In finding that most people are confused about how Medicare works, I wrote a little book about Medicare to help clear things up. We mail the book to people when they first become eligible for Medicare at age 65. The book was written to be easy and fun to read, while helping people understand Medicare and their options.

800,000 copies of the book later, my team of 11 highly skilled and experienced agents have helped over 7,000 people, who are new to Medicare, understand their range of choices and enroll in plans.

Most of our clients start Medicare because they’re retiring. In our many talks with clients, we learned that Medicare is not the only area of confusion which people have when facing retirement. We found that clients also have many questions and concerns about their money needs as well. They want to know about their Social Security benefits, and when to take them. And, about what to do with their 401K or other retirement savings plan.

What we hear so often is a version of the same fear described as, “We don’t want our money to run out before we do.” People want to enjoy a carefree retirement and part of being able to do so is having enough money for the lifestyle they want.

With that in mind, I wrote two more 64-page books. And yes, I made them both fun to read, while being loaded with information that will: Clear up confusions. Show you where the retirement financial pitfalls are and how to guard against them. And, help with making the financial choices that will stretch retirement savings out. After all, we’d all like a long lasting life for Ourselves and for Our Money.

At ItsThatTime, we have a team who are skilled and experience in Medicare as well as with Social Security Benefits and Retirement Financial Planning. Our 11 healthcare agents, together with Michael Lucidi, our specialist in Retirement Financial Planning, are dedicated to providing you with a “ One Stop Resource ” to clear up “All Your Retirement Confusions” and meet your retirement needs in all three critical areas of Social Security benefits, retirement financial planning, and Medicare. .

We look forward to assisting with your education and invite you to order complimentary copies of our books. And as a team, we are here to help in any ways that we can.