We get it. You hate spam calls and emails, and we hate spam calls and emails. We're not in the business to annoy people. So if you have some questions or would like to meet with someone, you schedule it on your OWN time! Just pick whether you'd like an appointment or just schedule a phone call, pick a date and time, and then we'll talk to you then! You can also email us at:
We know what it's like. You're 64, either retiring or already retired. You start to think about what you should do to get ready for Medicare when...
In comes the mail, the phone calls, the tv advertisements, and the opinions of every friend and family member who think they know what the best plan is for everyone. And sorry to break it to you, it doesn't ever really stop! It only lessens in intensity.
Here's another fun fact you may not know: YOU ARE NOT YOUR NEIGHBOR!
You may be trying to decide if you are going to work past 65 while your good friend retired at 60. You may be a Veteran with Tricare for Life or VA benefits. (If so, thank you for your service!) You may even be wondering how you can afford Medicare when your good friend can afford the most expensive plan available. Everyone is different! As a result, no one is going to have the exact same experience when it comes to their Medicare. You need to know how your Medicare will work with YOUR particular situation!
That's where we come in!
We’ve developed our signature, proven method to cater plan recommendations just for you. By utilizing the “Three E’s,” we can take any number of available plans and narrow it down to the options that will work best for your unique situation.
Knowing what to do starts with knowing how everything works. Our one-on-one appointments have the highest priority to educate you first before anything else where we walk you through the basics of Medicare and the types of options. We also have a signature, online Medicare 101 course we like to call "The Medicare Masterclass" that has courses for different situations. Either way, we'll teach you everything you need to know to have a successful Medicare experience!
Once you know your options, we go through our proven method to narrow down your many options to your wants and needs. There is no "best" plan out there. Because your situation is different from your neighbor's, what works best for them may not work very well for you. We use our expertise and knowledge about each company and plan to make an informed recommendation that will serve you the best!
Once you've made your decision, we assist you with getting enrolled and set up with your plan.
*Fun Fact: Whenever an agent assists you with and enrollment, your plan recognizes that agent as your agent of record. This means that you have an advocate in your corner that has a level of authority to help you with your plan. Should you have any issues arise, call us FIRST! That's what we're hear for!
We can cater to your comfort level and preference to help you have a successful Medicare experience! If you prefer to do your own research, head over to The Medicare Masterclass to get started! Or if you'd rather have a more personal approach, we'd be happy to schedule a virtual or in-person appointment to educate you. There is absolutely NO pressure to sign up for anything, and there's no cost to you either! Whatever your preference, we're here for you!
Ultimately there is no requirement that you have to go through an agent to get your Medicare set up. You do not have to have one, and you can do everything by yourself if you'd like! However, you may have questions along the way and could potentially make some costly mistakes such as accruing a Late Enrollment Penalty, as well as enrolling in a plan that will cost you hundreds more a month in expenses and that won't cover your doctors. (All plans are not created equal!) You can spend hours and days sifting through the many different plans, not knowing the differences between them, and all you'll be left with is confusion and a massive headache
Having an advocate in your corner ensures that you're set up the right way, the first time! We're here for the good and the bad times, no matter what issues may arise. And the best part... THERE IS NO COST TO USE US! Companies compensate us, not you, so you'll never pay us a dime! You've got nothing to lose and everything to gain!