Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Continuing Care Retirement Communities
Continuing Care Retirement Communities (CCRCs) are private pay retirement communities that provide a full range of lifestyle and care options for seniors.
These communities offer independent living, assisted living, and skilled nursing care, allowing seniors to age in place. CCRCs typically require a significant upfront entrance fee and monthly fees, and provide amenities such as fitness centers, social activities, housekeeping, and dining services. CCRCs offer peace of mind to retirees and their families, as they provide a wide range of services and living options over time.
A few question to ask might include:
1. What services and amenities are included in the monthly fee?
2. What is the cost of living in the community?
3. What type of health care plans are available to residents?
These communities might provide a great option for those looking for a secure and comfortable retirement. The types of communities are generally regulated by state departments of insurance. To learn more, contact your insurance or retirement planning professional or download this valuable guide. You'll be glad you did.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
Plans We Represent [Listed Here]
A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.
Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.