Client Experience


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Starting Medicare?

During our first appointment together:
We will gather information from you such as demographics, prescriptions, list of doctors, etc. We will use that information to give you a comparison of plans along with prices to create a timeline and budget for what your health insurance in the next phase of your life will look like.

During our enrollment appointment together:
We will answer any last-minute questions, enroll you in your plan of choice and discuss canceling your prior coverage. At this time, we can set up any follow up appointments as well.

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Annual Review for Part D and Medicare Advantage

Each Fall from October 15-December 7th you have the option to review your prescription insurance. Whether it is a stand-alone Part D plan or included in your Medicare Advantage plan, we can review your coverage and make sure it is a good fit for the following year. Call us to get on the calendar!

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Missouri Annual Open Enrollment for Medicare Supplement only.

Each year there is a 60-day window that Missouri residents with a Medicare Supplement have to check prices with other companies. Please call to learn more.

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Open Enrollment Period for Medicare Advantage Only

Each year from January 1st- March 31st you have the option to review and make one change to your HMO or PPO Medicare Advantage plan. Call us to get on the calendar!