News, Updates, & Resources

Prescription Savings Unveiled: How We Help Clients Navigate Medicare Drug Plans

When Gena J. first approached us, she was facing a perplexing situation. Despite being on Medicare, she had not been prescribed any medications and was adamant about not getting a Part D stand-alone prescription drug plan. Understanding her concerns, we took the time...

From Financial Strain to Comfort: A Couple’s Journey through Medigap Plans

If you are on Medicare already but are looking for ways to minimize your costs, the following study might interest you. We have clients, a married couple in their late 70's, named Joe and Terry, who were happy with the plan G they were initially enrolled in. However,...

Cancer Coverage and Peace of Mind: Frank’s Medicare Journey

Recently, our client Frank contacted us with concerns about potential health expenses, particularly regarding the possibility of facing cancer-related costs. Despite being enrolled in a comprehensive Medicare Supplement Plan G and a prescription drug plan, Frank...
Cancer Coverage and Peace of Mind: Frank’s Medicare Journey

Cancer Coverage and Peace of Mind: Frank’s Medicare Journey

Recently, our client Frank contacted us with concerns about potential health expenses, particularly regarding the possibility of facing cancer-related costs. Despite being enrolled in a comprehensive Medicare Supplement Plan G and a prescription drug plan, Frank...

Harmonizing Insurance Solutions for Couples in Transition

Harmonizing Insurance Solutions for Couples in Transition

We often encounter clients facing complex situations that demand personalized solutions. One such case involved a husband who, at 65, was ready to embark on his Medicare journey, while his wife was still under 65. The husband wasn't happy with his job's health plan,...