About Us

Step 1

We get to know you in a
free consultation call.

We explain the ins and outs of Medicare, like Part A and Part B, and how to choose between Plan G and Medicare Advantage, Next, we'll discuss your drugs, doctors, travel habits, and personal preferences, then narrow your options and explain next setps.

Step 2

In our second call, we
finalize your plan choice.

Two weeks later, once you have your Medicare number (don't worry-you'll know exactly how to get this!), we'll choose the right Medicare Advantage or Medigap plan for you. We'll make sure your drugs and doctors are covered, and that you're aware of trade-offs. Then enroll you!

Step 3

We personally confirm
you're enrolled.

Unfortunately, many Medicare brokerages don't do this, which can lead to time-consuming and sometimes costly sign-up errors. We contact your Medicare plan to make sure it's official and email you your confimation and enrollment details.

Step 4

We reshop your converage
every year to ensure you
get the best deal.

Every October, we proactively analyze your plan, along with doctors, drugs, and lifestyle, comparing it to other plans on the market to make sure you're getting the best converage and value. If you're not, we'll help you switch.