Richard “Rich” Polson operates his independent practice at Kingsview Partners in Greensboro, North Carolina, bringing over 20 years of experience to his clients.
Mr. Polson grew up in Blacksburg, Virginia with strong family ties to Agricultural Education and the FFA (Future Farmers of America). After majoring in Agriculture Economics at Virginia Tech, he later attended Wake Forest University and received his Master of Business Administration (MBA) degree. He began his career in the textile industry, working for Burlington Industries before transitioning into the financial services sector. After serving clients at large institutions such as Smith Barney and Wells Fargo, he is grateful to now be aligned with a truly independent Registered Investment Advisory Firm.
Rich’s genuine honesty and strong desire make a positive impact in his client’s lives provide him the drive to help families live their dreams and leave lasting legacies. Operating under a fiduciary standard along with Kingsview’s multi custodian, fee-based platform he has the freedom to truly provide client centric strategies and services. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
Having always enjoyed music, Rich has sung in his church since graduating from college. He has recently expanded on his passion by joining with friends to form a beach music band as lead singer playing local clubs and community events. Rich lives in High Point, North Carolina, with his wife, Beth, and their three daughters, Taylor, Emily and Whitney.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.