Individual Consultation
Medicare is complex, and full of regulations that take time to research. Ease this burden and decrease your stress by working directly with a Medicare certified and licensed agent. Stop searching and get the support you need now and in the future.
An Individual meeting will give you:
Easy-to-understand information about Medicare and how it precisely applies to you.
A time line on when you need to enroll in Medicare Parts A, B, C, D.
The ability to lower your potential costs and penalties by avoiding enrollment mistakes.
Simple questions to gain an understanding of your health insurance needs.
Information about transitioning from your employers’ health plan to an individual Medicare plans. (if applicable)
Guidance so you can make the right decision for your unique needs.
Access to Medicare insurance plans, benefits and costs available in the your area.
Access to an easy to use web-based support tool for plan comparisons and on-line enrollment.
Personal guidance through the entire enrollment process.
Customer service and advocacy through the life of the policy provided directly to you.
Including post-enrollment follow-up, I.D. card and claim issues, alerts on insurance company plan and rate changes.
Access to current news and updates pertinent to Medicare beneficiaries.
An experienced, Medicare certified agent licensed to offer plans in California and Washington.
Insurance plans include Medicare Supplement, Medicare Advantage, Prescription Drug Plans, Dental and Vision offered from a wide selection of highly rated carriers including:
Aetna
Anthem Blue Cross
Blue Shield of California
Central Health Medicare Plan
Cigna
Delta Dental
Humana
Mutual of Omaha
SCAN
Silver Script
Stanford Health Care Advantage
United Health Care (AARP)
Vitality Health Plan of California
Individual sessions are held in-person, by phone, or webinar at no cost.
In-person sessions can be held at a location convenient for you.
Length of session is typically one hour but there is no limit on time or the number of sessions.
Guidance is provided on going to ensure you make the right decision for your unique needs.
Complete a contact form to schedule an appointment.