Steven W. Steve Thomas
Integrating Medicare and Social Security Retirement with Personal Retirement Plans
- Role
- Managing Principal, Planamerica, Llc at NAIFA
- Location
- Windsor, CO, US
- LinkedIn followers
- 500 followers
About Steven W. Steve Thomas
Three Things To Know About Me 1. I have an extensive background, of forty two…
Experience
Managing Principal, Planamerica, Llc
Jan 2011 — Present · Windsor, CO, US
PlanAmerica, LLC provides assistance to people entering their Medicare eligibility with understanding the process and timing as well as integrating the most appropriate Medicare Supplements, Advantage plans and Prescription Drug plans. This serves as the foundation of their retirement planning.
Education
Orient Macksburg High School, Orient, Iowa
High School
1962 — 1967
Iowa State University
Bachelor of Science, Agricultural Business Management
1967 — 1971
Pueblo Community College
I took additional accounting courses.
1973 — 1973
The American College of Financial Services
Chartered Life Underwriter, Life Insurance
1989 — 1995
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