YOU'VE COME TO THE RIGHT PLACE
We don’t charge a fee for our consult time. We’re paid by insurance carriers when people enroll through us.
We won’t pester you with robo calls and postcards! You’re safe with us.
We’ve worked hard to create a transitioning process that we feel is B.E.S.T!
The first step to the evaluation process is clicking the “schedule your free call” button and setting up a time with an advisor. It’s your chance to ask any questions that you have! This phone session is designed to turn your general questions into specific solutions to meet your needs. Note: This evaluation phase could take more than one phone call.
At this point, you are confident in your Medicare coverage decisions and you’re ready to have your agent enroll you into your plans. During this time, we will recap your coverage decisions. The sign-up phase is completed via phone and e-mail so that you don’t have to deal with any paperwork hassle.
Medicare isn’t a one-time deal! (sorry!) We help our clients go through an annual review during the Annual Election Period (October 15 – December 7). This is your chance to evaluate different Medicare Advantage or prescription Part D options with us.