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November 21, 2018 • 
  • Press Release

SAFE Credit Union contracts with Retirement Health Solutions to offer members Medicare counseling services

FOLSOM, Calif. (Nov. 16, 2018) – SAFE Credit Union has contracted with Utah-based Retirement Health Solutions to offer its members free Medicare consultations.

Retirement Health Solutions has been helping seniors with Medicare benefits for over a combined 30 years. Its advisers help those with situations from the simple to very complex navigate through Medicare red-tape to find a plan that meets their individual needs.

Retirement Health Solutions represents every major health insurance company, including Humana, United Healthcare, and Aetna. It connects clients to Medicare Advantage plans, Medicare supplemental insurance and prescription drug plans. Retirement Health Solutions also offers cancer, dental, and long-term care plans.  

Two Retirement Health Solutions advisers are dedicated to work exclusively with SAFE members to provide quality Medicare counseling services. Senior Health Care Advisers Rick Pettet (#0L57466) and George Dozzie Jr. (#0E40370) are licensed in California life, accident and health insurance, and are based in the Greater Sacramento area.

The Medicare consultations will be added to a suite of services and products SAFE provides the community to enhance financial literacy and improve financial well-being. Other similar programs SAFE offers include home-buying and personal budgeting workshops; estate planning services; and employer services.

About SAFE

SAFE Credit Union, established in 1940, is a leading financial institution in Northern California with more than $2.8 billion in assets and more than 229,000 members. The credit union provides a full range of financial solutions for consumers and small businesses through 21 service centers across the Greater Sacramento region and a mortgage lending office serving Contra Costa County. SAFE offers its members a variety of banking services, including online, chat, mobile, phone, as well as a full-service, locally based call center. SAFE is a not-for-profit, community-chartered credit union with membership open to businesses and individuals living or working in Sacramento, Placer, Yolo, El Dorado, Sutter, Butte, Nevada, Solano, San Joaquin, Contra Costa, Yuba, Amador, and Alameda counties. SAFE is federally insured by the NCUA. www.safecu.org

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