Confused About Your Medicare Plan Details?

We conduct a comprehensive analysis of your current plan and health needs and then create an “Easy to Understand” summary document or short video to help you effortlessly grasp your coverage and costs 

We provide you with a copy of a Medicare financial terms infographic that translates key financial terms into everyday language and highlights the specifics you need to be aware of with your current plan. 

We provide you with examples of the most common unexpected costs and how to best prepare for them, ensuring you're well-equipped for any surprises. 

• A.  After understanding your needs and health goals, and listing your preferred care providers, medications, and pharmacies, we provide you with a comparison of your current plan with at least two other plans that are closest to your needs. We recommend one of those plans (even if it's the one you already have) and provide a brief description of why that plan is being recommended over the others.
• B.  With each check-in call throughout the plan year, we ensure you have all the above information saved in a spot you can quickly access. We also offer refreshers on any of the information and content we provide.