Medicare
Several years ago we began limiting our Medicare help to existing clients. In 2022 we once again started taking new Medicare customers after hearing from our clients that coordinating their retirement with Medicare has been a challenge that few financial advisors are prepared to handle.
Click on any of the items in the box below to have your questions answered.
WE KNOW THE TERRITORY THAT FALLS BETWEEN THE CRACKS
WE KNOW THE TERRITORY THAT FALLS BETWEEN THE CRACKS
What we have been able to do for our clients experiencing challenging issues with coverage, carriers, claims, and complications sets us apart from your average agent.
We dog down the toughest, most messed up problems in the industry that the average agent simply does not know how to handle nor will take the time.
If you are frustrated and not finding the resources you need, call us.
WE KNOW HOW TO TACKLE COMPLICATED & DIFFICULT MEDICARE CASES
The Biggest and Most Costly Mistakes We Help You Avoid
The Biggest and Most Costly Mistakes We Help You Avoid
--Skipping an open enrollment even if you already have Medicare
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Putting your Prescription Drug Plan (Part D) on autopilot
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Getting the same Prescription Drug Plan (Part D) as your spouse
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Going out of network when you have an Advantage Plan (Part C)
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Not switching Medicare Advantage Plans (Part C) by March 31 if need
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Not selecting the right Medigap (Supplement) Plan
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Not knowing exactly when you can sign up for Medicare
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Not signing
up for a Prescription Drug Plan (Part D) if you have retiree or COBRA coverage
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Not knowing the deadline for signing up for a Prescription Drug Plan (Part C) after leaving your job
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Not knowing how making financial moves can boost your Medicare premiums
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Not knowing you can contest the high income surcharge the year you retire
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Signing up for Medicare Part A if you want to contribute to an HSA
Education
Education
Privacy, HIPPA, and security
Retirement, IRAs, and Medicare
Group and academic presentations
Federal and state program coordination
Private and corporate pension integration
sales
sales
Virtual sign-up and support
Latest updated information
Personalized and ongoing help
Highest rated carriers per location
Best options for cost, coverage, and convenience
Paige is an absolute pleasure to work with. She takes the time to thoroughly explain things, and has a great knowledge of the products she represents. We are very happy with our policies, her level of service, and the whole experience .
I've been a specialist in long-term care for a number of years when I met Paige. I immediately recognized the bar she set for her own business success, work ethic and integrity were much higher than many in the industry. Her level of authenticity, expertise, care for clients, and willingness to help me help my clients are extraordinary. She represents the best-in-industry when it comes to professional, caring service and knowledge.
Paige is wonderfully gifted in working with people, and makes great presentations to groups. She has a wealth of knowledge about long term care planning, and will work with you to find what is truly best for you.
