Medicare Gurus
248.871.7756
Medicare Gurus
248.871.7756

By

Joanne Giardini-Russell
We were fortunate to pop into a financial firm’s client appreciation event – wow, what an event!  Over 350 people in attendance.  I would guess about 60% of them to be Medicare eligible. After the sessions, Gwynn and I were approached with a number of questions, concerns and more about Medicare. It’s the usual reaction...
Read More
I just spoke with a “mature”, extremely successful financial advisor that I know.  We are evaluating he and his wife’s Medicare plans that they have been on for years. We pointed out a few concerns with his current plans, suggested an option. His comment “It is my opinion that everyone needs to see you”. Well,...
Read More
So, I happen to really, really dislike “the exchanges” out there that are used by companies to provide Medicare assistance/sales for their retirees. I just had another call with a UPS retiree that is able to get a stipend annually but is also directed to “the exchange” to talk about Medicare options.  She knew heading...
Read More
Gwynn made a local house call yesterday (we generally do not go to homes….).  The woman was local, lost her husband a few years ago, really needed some help.  So, Medicare-Helper-Gwynn to the rescue.  Later day, Gwynn was telling me “we counted how many mailers had come in her mailbox about Medicare – all looking...
Read More
Not many people get excited about the new handbook like we silly Medicare Guru’s do! But, it’s out.  In fact, I was speaking with a gentleman over the phone yesterday who was referred to us.  Here’s our conversation in a nutshell. “So and so attended your class and suggested I call you.” “excellent – you...
Read More
We spend a lot of time trying to drill into people’s brains that you are only “eligible” for Medicare at age 65, not that you have to enroll it, not that you should enroll into it, nor not that you SHOULDN’T enroll into it…..   What should you do when you are faced with enrolling or...
Read More
We had a call in yesterday and the gentleman is paying $381.00 per month for his Plan F with a big, brand name, national carrier.  I won’t mention names but with this particular carrier, we tend to see this fairly often. He’s only 72 years old.  When we pull up our rater, enter a 72...
Read More
We know but people are skeptical 🙂 We did two sessions yesterday for a financial planner (Danielle Holmes in Howell, MI – she’s awesome)….. There’s a couple that comes to the session every time we hold it. So, trip #3, knowing that these two have a UHC Plan F, we said “ok, last call –...
Read More
A financial advisor called our line today for some help.  His clients have Tricare for Life coverage.  Awesome coverage that acts like a Medigap plan for these folks.  Ideal.  When we run into Tricare for Life we say “good for you, enjoy and have a good life”. Well, another agent didn’t do that.  When these...
Read More
1 2 3 4