How we work with you

Approaching Medicare can be scary. We can make this process simple for you by guiding you through the entire process.  We like to educate our clients so they can make an informed decision based on their situation.  Below is how we can help you.

Step 1 – We like to talk with you about your situation.  Each person’s situation is different and there is no one size fits all solution.
Step 2 – We educate you on Medicare’s Parts
Step 3 – We review Medicare plan options and discuss different carriers/pricing available to you
Step 4 – Discuss Medicare Part D in detail and assist you with enrolling in a Medicare Part D Plan (PDP)

It might seem like a lot, but we make it a simple process.  Our clients rave about how easy we make it for them.  Using screen share technology, you can see what is on our computer screen from the comfort of your home.  It’s like we are sitting with you at the kitchen table.  We take time to educate you on your options.

Recent testimonial about our process – “That was so easy it was unreal!  Talk about simplifying things.  You were doing all the work while I got to sit back and watch.”  – Debbi D. Elizabeth City, NC

So if you are tired to trying to figure Medicare out, throw all that mail in the trash and contact us.  Don’t spend hours messing with all that info, you have better things to do with your time.  Contact us and we will walk you through the process.

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