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Monty Lutz

Lutz Consulting Management Services, LLC
Life, Disability & Annuity Insurance

Contact Information:

Chouteau, OK 74337
United States
T: 1-918-864-1000

Clients I'm Seeking:

 

I can and will give my best effort to assist anyone with their health care and wealth management need in Oklahoma. New Medicare rules and regulations are bearing on new and current participants, I will help you with this. New states will become available as need is justified.

About My Business:

 

I have become a private Senior Citizen Benefits manager (Insurance Agent /Consultant). I keep Medicare recipients Up to Date on Information about Supplemental Programs that are currently changing with the constant Government regulations and keep them in line with the product that best fits their need and BUDGET. If I can't save them money and enhance or keep the same benefits for less then I don't do business with them, but I have to meet with them and review their current coverage. ""Similar to a Doctor I can't tell you if you have a problem until I can examine what you have. You may NOT have any need and if that is the case then you are assured of that by my review. "" Should you know anyone that could or would benefit from what I can do for them I would like the opportunity to help them on these benefits and options. (referrals are great for all concerned, please refer someone I can HELP.) I work with people just like you in your area and all of Oklahoma to help make sure they are getting full benefits available to them. I help them put money back in their budget by offering the most cost effective options out there. This also helps them because the Cost Of Living Allowance has not been allowed for a couple years and the savings boosts the Medicare participants budget. A list of companies I write for are : Mutual of Omaha, Sentinel, Loyal American, Gerber, AVIVA, Lincoln, Foresters, Equitable, Presidential, United Teachers Association "First Diagnoses Cancer & Heart attack". Most of what I write are Medsups, Life and Annuities. I have an Annuity that pays 7% bonus just for transferring the funds to our AVIVA program, it is a level plan "no fear of loss". I am very blessed to be able to do this and I can help approximately 90% of all I review.

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