Watch the interactive Ideal Retirement Roadmap Presentation!
Scroll down to enter your info for a personalized interactive presentation!
(Push up on the arrow and turn horizontally for best viewing)
During the presentation you will be able to watch short videos on the options you choose, schedule an appointment, or create your own account on our portals. You can do-it-yourself or we will assist you. You can do one or all of the programs.
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