There is so much that goes into Medicare planning that we refer to the entire conversation as HEALTHCARE planning!
Do I need to enroll in Medicare (lots of people think it’s mandatory at age 65 – not so), how do I sign up, what product do I get to supplement Medicare, how do I handle long term care, medications and the insane costs within our healthcare system? We’re here to talk you through all of those things.
We work within the individual Medicare marketplace which means 60 Million people in our country! How crazy is that. We also provide group Medicare solutions for businesses, municipalities, retiree plans, etc. Most business owners are just not aware of the enormous premium savings (and better coverage for their employee) that they can achieve in handling Medicare properly. If your group insurance person isn’t bringing you solutions for your 65+ workers, call us in!
We also coach people through purchasing the ancillary coverages you may need that Medicare isn’t going to cover. Examples are dental/vision/hearing plans, short term care (can help with home health care needs), hospital indemnity and more.
Our licensed advisors can conduct business in just about every state in the US. We take the necessary time, care and more to help you get Medicare decisions right.
We recommend working with an independent agency when purchasing your Medicare products. We can represent just about every carrier in the Medicare space! Think about it, when you call Large Carrier A and inquire about a product? You typically aren’t going to learn about other options, other carriers, other product types. Right?
We stay on top of the latest industry news, product changes and more – that’s our job. Then, we deliver that info to you.
How would you like to be that special advisor that delivers your client excellent healthcare news combined with financial savings to their business? Open the door to a Medicare conversation! We care about total healthcare spend for individuals AND for businesses. Your client will be pleasantly surprised and you’ll be the hero advisor!
Another gift for your clients, our staff is well versed in Medicare 101 presentations and we love to deliver them. We speak to financial advisor offices, CPA events, HR lunch and learns – where ever you need us!
Use the web form to send us a request.