Common Questions We Often Hear

When is the best time to enroll in Medicare?

The answer to this question depends on the situation. We are well versed in the various enrollment periods for Medicare and also how these dates are affected by benefits provided through an employer, COBRA, Special Election Periods, etc. Please call us for a personalized consultation.

What happens to my Medicare plan/drug plan when I move?

Generally speaking, a move outside of your coverage area will allow a Special Enrollment Period to enroll in a new plan. Contact us with your specific situation and we will assist you.

Do I need insurance?

It depends on the situation. While we are insurance agents we also understand that not all planning involves insurance products. Please call us to discuss the situation and we can help evaluate if insurance is right for you.

How are our services paid for?

We are independent insurance agents and are compensated by the carrier you choose. Our time and expertise is available to you at no charge.

How do you meet with clients?

We meet and serve clients in a variety of ways depending on what works best for you. Our services can be provided in person, by phone or video call.