Our Process
We are here to simplify and help you understand this complicated system called Medicare. Our friendly consultative approach will provide you with all the information you need to make the right decision.
E D U C A T E
We believe understanding the basic components of Medicare and how it impacts your choices is essential for our clients. Explaining the "A, B, C's" of Medicare in a way that makes sense to you brings confidence and a sense of comfort to the decision process. Patiently answering all your questions and concerns is a key pillar of what we do and how we do it.
C U S T O M I Z E
Medicare beneficiaries have their individual unique needs and preferences. Taking the time to understand what those are enable us to narrow down the best options for YOU. The combination of understanding your choices with a customized approach tailored to your situation has been a hallmark of client satisfaction.
S E R V I C E
Service includes everything that happens from the very beginning of our discussions to the final plan selection to annual plan reviews. It never really ends. We are here all year long so when questions or concerns arise you can call, email, or text us just as you would a concierge service and we'll be ready to help. We'll schedule additional face-to-face consultations wherever you'd like, at absolutely no cost to you.
C A R I N G
We know how important this is to you and how overwhelming it could seem. We believe in the Golden Rule "do unto others as you would have them to unto you". We strive to "go the extra mile" and recognize we are all unique so we adjust our behavior and communication based on your preferences and needs to make you most comfortable and at ease throughout the relationship.
“As an RN, I worked as a regional manager for an HMO for 10 years. When I retired and was eligible for Medicare, I needed guidance. Mike asked the right questions and has guided me for MANY years ( I’m now 73.) He’s the BEST. I have referred many friends to him. Health Insurance is so complicated…”
— Linda H