Meetings Update - January and April 2018
January Meeting updateSorry for the delayed meeting notes.
Our January meeting was on our dental insurance with additional information on a vision care plan and pet insurance.
Our dental insurance goes from March 2018 through February 2019. Single member is $19.77/month and Member+Spouse is $36.91 for this year. There is also a 20% discount on implants starting this year. Information on how to contact Graham Advisory Corporation is to the right. Contact TDA at 602-266-1995 with any specific issues or questions. However do not hesitate to contact Graham Advisory Corp. if you are having an issue that is being difficult to resolve.
Bob Graham introduced Opticare Plus Vision Insurance. I do have some extra insurance packets, but I would suggest you go to www.opticareofutah.com or call 800-363-0950 for more details. I would suggest that you also look at AARP discount plans also before making a decision.
Lastly, pet insurance. As we age, so do our animals and vet care can get very costly. United Pet Care was the plan presented to us. Bob has worked with them to get set up a direct link for us on their website www.unitedpetcare.com/grahamadvisory Trina Belanger is their local Account Executive and she was very helpful - she can be contacted at 602-266-5303, tbelanger@unitedpetcare.com or call Bob at 480-837-3700 x 102 for more details if you have additional questions. This plan seemed very both user and pet friendly.
April Meeting Update
We met April 10th.
George Rambow from Edward Jones gave a great presentation on a wide variety of scams and how to avoid them. He also had some interesting insight into how financial firms will work with you if you want to turn in a scam or if you get scammed. IMMEDIATE reporting is the key. Do NOT feel embarrassed if you fall for something but report it immediately and get help. George can be contacted at george.rambow@edwardjones.com or call him at 480-747-4510 (cell). George is very helpful and will be happy to talk with you.
Next we had Sharp Chen, from Choice Home Warranty, come and give us a very insightful presentation about the differences between home owners insurance and a home warranty plan. If you have been thinking about a home warranty, I would highly recommend talking through your situation and concerns. She will offer you what is termed a Realtor plan versus a standard retail plan. Sharp may be contacted at 949-426-5450 or sharp@ChoiceHomeWarranty.com
Our remaining meeting dates for 2018 are listed to the right at the top of the section.
Finally, myself and Donna Morris were elected as President and Secretary, respectively for another two years. We did not have any competition and the vote was unanimous.
