Our Medicare Process
Navigate Medicare with Confidence
There’s no single “best” Medicare plan—only the one that fits you best!
Your health, budget, travel plans, and lifestyle all matter. We’re here to guide you through the Maze of Medicare" to help you make informed decisions with confidence and without pressure.
Our Approach:
1. Intro Meeting (30+ min, phone or Zoom)
We’ll introduce ourselves, explain Medicare, answer questions, and outline next steps.
2. Share Your Info
Tell us about your health, prescriptions, providers, and travel plans—online, by email, or phone.
3. Personalized Research
We compare plans behind the scenes, tailored to your location and needs.
4. Plan Presentation
We review your options, explain pros and cons, and give you clear, easy-to-understand details.
5. Enrollment Made Simple
We guide you through enrollment and ensure everything is set up correctly.
6. Ongoing Support
We check in periodically to make sure your plan is working for you.
7. Annual Review
Each year, we review your plan and any changes, so you can stay confident that you have the right coverage.
Medicare is personal. We make it simple.