Susan Cartwright from Creative Wealth Planning, LLC

Susan Cartwright

Creative Wealth Planning, LLC

About Us

We are a creative-thinking insurance agency servicing groups of all sizes and individuals with their insurance needs. We represent all carriers for individual and group health insurance on and off the exchange and life, long term care and disability insurance. We specialize in Medicare supplemental insurance and personalize the needs of our clients. We are licensed in many states as well.

Products & Services
Our firm offers creative benefit options for health, life, disability and long term care insurances for individuals and groups from 2-hundreds.
Be prepared for time off after a surgery, for maternity leave, or unexpected medical leave. Between paid and unpaid federal and company benefits, t...
Recommendations Given (18)
"Excellent doctor and person all around. She will find and fix your problems. Highly recommended."
"Amazing soul with amazing talents."
Recent Activity

Susan from Creative Wealth Planning, LLC Answered this on April 20, 2020
Zoom meetings! (more) Zoom meetings!

Susan from Creative Wealth Planning, LLC Answered this on May 20, 2019
Hello.  You actually have a number of options to enroll in coverage before open enrollment.  Since your husband is no longer working and will lose his insurance you have what is called a "qualifying event" to enroll into non-employer coverage.  Also with the change in income you could possibly be... (more) Hello.  You actually have a number of options to enroll in coverage before open enrollment.  Since your husband is no longer working and will lose his insurance you have what is called a "qualifying event" to enroll into non-employer coverage.  Also with the change in income you could possibly be eligible for low or no cost coverage.  Would love to chat about it.  Reach out any time.  1-516-502-4270 of scartwright.cwp@gmail.com.

Susan from Creative Wealth Planning, LLC Answered this on March 28, 2018
My first contact with my clients is usually via phone, Face Book messaging or email. Once the initial need is deciphered, then I follow up with either an in person meeting or possibly a phone conference. My business is a different type of business than your friend of course, so that needs to be... (more) My first contact with my clients is usually via phone, Face Book messaging or email. Once the initial need is deciphered, then I follow up with either an in person meeting or possibly a phone conference. My business is a different type of business than your friend of course, so that needs to be taken into consideration. I also deal with people in many different states that would not allow for in person meetings.

Susan from Creative Wealth Planning, LLC Answered this on March 19, 2018
Absolutely. It is a huge deal breaker for some candidates. It helps your company attract good quality employees and also helps retain them. It is a way to show appreciation and an alternate compensation option which can be tax deductible to the business. (more) Absolutely. It is a huge deal breaker for some candidates. It helps your company attract good quality employees and also helps retain them. It is a way to show appreciation and an alternate compensation option which can be tax deductible to the business.

Susan from Creative Wealth Planning, LLC Answered this on February 23, 2018
I am recommended a lot on Face Book from the many clients I have helped over the years within many groups I belong to. Many of my clients now start with FB messaging to reach me when they are given my name on a social media post. Also, when someone recommends me, they usually tag me so I get a... (more) I am recommended a lot on Face Book from the many clients I have helped over the years within many groups I belong to. Many of my clients now start with FB messaging to reach me when they are given my name on a social media post. Also, when someone recommends me, they usually tag me so I get a notification which allows me to follow up with them directly.

Susan from Creative Wealth Planning, LLC Answered this on April 10, 2017
I'm new so not yet on my end (more) I'm new so not yet on my end
1 Reply

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