Medicare Gurus
248.871.7756
Medicare Gurus
248.871.7756

By

Joanne Giardini-Russell
Wow, that went quickly! The Annual Election Period was a blur for us in Medicare-Land.  I was realizing last night that my guess is that we (as an agency) touched approximately 15,000 lives in 2018. That’s pretty fun to think about!  Did we enroll 15,000 people?  No way.  But, if any of those 15k took...
Read More
So, we’re fiddling around with adding a CHAT feature to our website.  Everywhere we go and whoever we speak to seems to have a common complaint of “we just want help and we’re so tired of being solicited and stalked”. Couldn’t agree with you more. We treat you as we’d like to be treated. A...
Read More
And we got sooooo close to a day without a scarimonial!   Until I hosted a community ed class last night. A gentleman is working, he’s over age 66 now, fully funding his HSA and did all the right things! As in did NOT take Medicare Part A at age 65.  I asked how he knew...
Read More
Smack dab in the middle of the annual election time…. We’d love to ask you a question.  Q:  HOW did you happen to pick your plan? It’s one my favorite Q’s to ask someone.  In fact, yesterday, I was brought in for a session with women at a local Korean Culture Center to discuss Medicare. ...
Read More
Since we don’t want to keep harping on horror stories…. Gywnn and I attended an advisor appreciation dinner last week.  80 people or so in attendance.  It was year two attending the event so the clients had some familiarity (with me at least). We hear and discover this piece over and over:  People just want...
Read More
It’s easy for me to go around and blab to advisors about how much your client’s appreciate some guidance with the Medicare process and decision.  But, when the FAs experience it first hand, it’s that much more fun for us. We had an “office day” this week for a firm.  4 appointments were set up...
Read More
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
1 2 3 5