Choosing a Medicare plan is overwhelming.
Most have never shopped for their own health insurance.
We help people understand their options, the pros & cons of each, then help them to choose a plan that will maximize coverage & reduce costs (or both!).
We are here throughout the year to assist our clients with quesitons and of course review their selections for the nex year during Open Enrollment.
Have aging parents asking you questions about their Medicare coverage or do you suspect there may be issues with their current coverage?
Inceasingly, a number of calls and referrals are from people too young for Medicare themselves but trying to navigate the Medicare system on behalf of an older parent or loved one with no idea on how to start or where to look for hlep.
Financial Advisors, CPAs & Estate Attorneys all have clients looking at Medicare as part of a larger picture. Many of these professionals have some knowledge but it is not their focus and a distraction from their core competencies.
Our goal in working with other Advisors is to make them look like a hero and stregthen their relationship with their clients!
Employers, Associations and the Brokers who service them frequently have people who qualify for Medicare.
Older employees (and their spouses) impact the cost of Health Insurance renewals.
Fear of the unknown keeps many people from leaving a Group Insurance Plan and opting into Medicare. Education is key.
When older employees opt into Medicare...everyone wins!
When it comes to Medicare, we know that the choices are overwhelming.
To help you make the right decision we take a commonsense approach – we ask questions, listen to your answers then recommend the policies that best fit your particular needs.
Our goal is to always, "maximize your coveage, while minimzing your risk AND to put your mind at ease!