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Privacy & Legal
Medicare Related Insurance Services:
How I'll work with you . . .
newly eligible medicare beneficiaries
Preliminary Meeting -- If you are new to Medicare, I like to meet 2 - 3 months prior to your Medicare eligibility date to ensure you understand what Medicare is, how to apply, what it covers, what it doesn't cover and the options you have available to you. I will leave you carrier materials for the plans and programs that you are interested in.
Group Retiree Benefits -- We'll be sure to determine if it's best that you stay with your retiree benefits or not. This is an important decision as it can affect additional retiree benefits you may have.
Decision Making -- If you select me to assist you in making your Medicare related insurance decisions, we'll have a second appointment to complete any and all appropriate paperwork/applications.
current medicare beneficiaries
My Current Clients -- I'll help you review any annual changes that you may want to make, and I am always available to answer your questions and assist you with any issues.
Open Enrollment Prospective Clients -- I'll assist you in determining your best options during the annual open enrollment period based on health, provider and financial considerations.
Special Circumstances Prospective Clients -- If you move, lose coverage or have other special circumstances, you may qualify for a Special Election Period. I can assist you with making the determination and making any changes.
other insurance solutions
I can help clients find solutions to meet other needs like dental and vision plans.
Multiple insurance carriers
Part D prescription drug plans