Retire Early and Retire Better with Your IDEAL Retirement Roadmap!
About Us
David Westgate is a licensed agent residing in Massachusetts. He is a Financial Instructor, Registered Social Security Analyst®, full-time life/health insurance agent for Medicare Advantage and supplemental plans. You can schedule to meet with him at 866 Kempton St. New Bedford MA, online or at your home, if necessary.
Medicare
David Westgate is a licensed health agent in several states. He offers Medicare Advantage plans, supplements, and prescription drug plans. There is no cost for his service to review or enroll someone into a plan. He is not associated with any government agency.
Financial Training
David works with clients to teach them how to use various financial technologies so they can be financially independent. This allows them to be in control of when and how they want to retire and have financial freedom! If you want to learn more, you can watch the interactive presentation or schedule an appointment or take the 3-minute Financial Stress Test.
David Westgate is a Registered Social Security Analyst®. He offers his Social Security Planning expertise in all 50 states. You will get a customized detailed report based on your earnings, marital status, age, and taxes. He is not associated with any government agency.
Life Insurance should be about living a better life-not just a death benefit!
Index Universal Life (IUL) provides tax-free loans, growth, wealth transfer, and can’t lose money!
Learn more about how life insurance can provide you living benefits and peace of mind!
Indexed Universal Life (IUL)
Use it for:!
- Retirement Planning
- Emergency Fund
- Estate Planning
- College Funding
- Wealth Transfer
- Tax Reduction
- Working Capital
- Long-term Care
Contact David Westgate at 774-855-6600 to see if an IUL might be right for your retirement plan.
Medicare and Social Security Planning Services
Watch the video on how we help you plan your Ideal Retirement Roadmap and save money with the Medicare Savings Program and maximize your Social Security. Schedule your appointment today!
More Than Just Protection: How Indexed Universal Life with Long-Term Care Can Help You Live Better
Most people think of life insurance as something that only benefits their loved ones after they’re gone. But what if your policy could do more? With Indexed Universal Life (IUL) insurance featuring Long-Term Care (LTC) benefits, you can create a tax-free financial safety net that works for you while you’re alive—helping you enjoy a more…
Maximize Your Social Security Benefits with Expert Guidance from David Westgate, RSSA®
Maximize Your Social Security Benefits with Expert Guidance from David Westgate, RSSA® Are you confident you’re getting the most out of your Social Security benefits? Many retirees leave thousands of dollars on the table simply because they don’t have a personalized strategy. That’s where David Westgate, a Registered Social Security Analyst® (RSSA®), comes in. With…
Unlock the Secrets to Wealth Building with Mark J. Quann’s Perfect Portfolio Class!
Unlock the Secrets to Wealth Building with Mark J. Quann’s Perfect Portfolio Class! Are you ready to take your financial future into your own hands? Join Amazon Best-Selling Author Mark J. Quann for his next Perfect Portfolio Class, a live event that will transform the way you think about wealth, taxes, and financial independence. Why…
Medicare Savings Program at Ideal Workplace®
Unveiling the Medicare Savings Program in Massachusetts: A Lifeline for Seniors In the realm of healthcare, navigating through the labyrinth of insurance policies and programs can often feel like a daunting task, particularly for seniors who are already grappling with the challenges of aging. Amidst this complexity, one beacon of hope shines brightly in Massachusetts:…
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