Medicare Gurus
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Medicare Gurus
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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...
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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...
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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. ...
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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...
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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...
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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...
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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...
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medicare confusion
Have you heard your friend that is ON Medicare say that before?  We hear it all the time and we know that you DO hear that! Beware – the people that are telling you that often don’t know what TYPE of plan they have so be careful about who you listen to. When someone tells...
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Check out the BLOG HERE written by my friend Cathy Sikorski!  We’re all just sort of our here wanting to educate and help.  Cathy is a fun speaker that shares her years of estate planning (and lack there of) experience in order to help people plan ahead.  
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