Step 1

Prepare for Your Call

We’ll walk you through what to have ready, like your Medicare card, prescriptions, and doctor preferences.

Step 2

Personalized Needs Assessment

Our licensed insurance agents will review your coverage, medications, and doctors to find what plan fits your life best.

Step 3

Compare and Choose Plans

We’ll explain your plan options, including Medicare Advantage, Supplement, and Prescription Drug plans. We’ll cover eligibility periods (like SEPs) and trade-offs clearly.

Step 4

Confirm Enrollment & Follow-Up

We help confirm your enrollment and mail you a support guide for common questions.

Step 5

Ongoing Support

Every year, we review your plan to ensure you’re still getting the best coverage and value.