Keith Lee, Medicare Insurance Agent
Keith Lee
Prime Planners, Inc.
Medicare Agent Licensed in IL, FL and NM
Contact Details
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Location
Gurnee, IL
Keith Can Help With:
About Me
Keith P. Lee, CFEd®, CPFA®
Prime Planners, Inc.
Senior Strategies Group, Inc.
CFE Certified Financial Educator®
NAPA Certified Plan Fiduciary Advisor®
With over 20 years of experience in the industry, Keith provides a personal and customized view into your Medicare and Health Plan selection, retirement planning and tax mitigation strategies that relate to Medicare and Social Security, and practical utilization of Life Insurance and Supplemental insurance in a family's financial planning.
As a former international business executive, Keith not only understands the personal side of insurance, but can work to integrate the business and employer side of insurance into a family's financial flow. Group health and benefit plan consulting and functional HR benefits are a specialty.