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
General Business & ManagementView LinkedIn profile

About Steven W. Steve Thomas

Three Things To Know About Me 1. I have an extensive background, of forty two…

Experience

  1. Managing Principal, Planamerica, Llc

    NAIFA

    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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Steven W. Steve Thomas — Managing Principal, Planamerica, Llc at NAIFA in Windsor, CO, US | Unifers