What We Do

Empowering Your Healthcare

Our mission is to simplify the Medicare process for Medicare beneficiaries and their families by providing unbiased education, personalized insurance assessment, peace of mind, and solutions for healthier lives. 

All at zero cost.

Providing peace of mind throughout your Medicare journey

“We empower healthcare decision-making through education and advocacy – before, during, and after Medicare enrollment – helping individuals find a comprehensive insurance plan that offers security for their future and their family.”

Jerold Johnson, President of Senior Financial Group


Our Speciality

Licensed, local benefits consultants are available to help you find comprehensive coverage tailored to your needs. We care about what matters to you and are proud to be your trusted Medicare resource.

Our additional products complement your Medicare or individual health insurance plan to fill any gaps in coverage. We provide expertise in the following areas:

  • Dental, Vision & Hearing
  • Hospital Indemnity
  • Cancer, Heart Attack & Stroke
  • Home Health & Short-term Care
  • Critical Illness Plans
  • Long-term Care
  • Term & Whole Life
  • Final Expense Annuities

 

We can help you apply for Medicare “Extra Help”, Medicare Savings Program Assistance and prescription drug costs savings.

We want to empower your clients to be well-informed when it comes to their Medicare planning. Partnering with us to be your Medicare expert gives your organization an extension of services so the people you serve can get the healthcare planning services they deserve.

Values we live by

1

Everyone is a Student, and Everyone is a Teacher.

Collaboration contributes to collective success. We strive for an environment that fosters transparency, trust, and idea sharing to achieve sustainability and meet our long-term goals.

2

We Deliver What We Promise

We provide outstanding service and deliver on our promises to the best of our ability. We provide the resources and support that allows our agents to improve the lives of seniors in our communities.

3

We Champion Innovation and Embrace Change

We take risks, reward creativity, and focus on large challenges that make the most impact. We champion the curious and the courageous.

Medicare Experts

With decades of proven experience, our team is prepared to help you achieve your goals, and beyond.

Medicare Advisors

Our team of local, independent advisors are located in your community and are licensed, trained, and certified in all things Medicare.

Leadership Team

Our dedicated and experienced staff strives to empower our clients and caregivers to make sound health and life insurance decisions.

Your Comprehensive Healthcare Partner

While Medicare consulting is a large part of our business, our team can assist you in many other areas related to your insurance and planning for the future. We aim to provide you with comprehensive healthcare assistance.

 We also offer assistance applying for extra help and Medicare Savings Programs, which helps cover costs of premiums, prescription drug costs, copays, and co-insurances. We can assist with filling appeals, claims, drug coverage exceptions and reading insurance company correspondence. Your Personal Advocate can also answer your provider billing questions and resolve many other issues.

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Medicare's Open Enrollment Begins October 15th

Download your FREE Medicare enrollment checklist.

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