Added value for your clients. Added value for your workforce.

Round Out Your Profile & Increase Retention

You are the experts that guide your clients toward a better quality of life. We want to be your go-to resource that helps your clients and your employees understand the intricacies of Medicare planning. We can help them compare plans and fully understand all coverage options available to them.

Beneficiaries trust us to prepare them for major health issues and cover significant costs down the road.  Our Medicare experts provide independent guidance for patients and families of several local healthcare partners, including Summit Medical Group.

We’d like to earn your trust and be your non-competing Medicare partner of choice.

  • Continue to be the trusted expert in your field while adding a valuable service line for your clients.
  • As an independent brokerage, we represent all major carriers. This means clients select the insurance plan that is right for their specific healthcare priorities, unique lifestyle, and budget.
  • You can trust that we will not compete with any of your primary offerings.
  • Reinforce your product line at no cost, increasing your client retention and overall value proposition.
  • Guide your clients and employees turning 65 through the Medicare enrollment process.

Added value for your workforce

Your employees are the lifeblood of your organization and the key to your success.  We work with local businesses who want to educate their employees about Medicare planning options before they become eligible. This ties into your benefits strategy and gives your staff the information they need to make decisions that can have long-term impacts.

We can answer employee questions relating to:

  • Deferring automatic enrollment
  • Working past 65
  • HSA contributions
  • Enrolling into Parts A B

Call us to discuss customized options that dovetail with your organization’s benefit enrollment process. We will empower your employees to make well-informed decisions by providing easy-to-understand education and independent expertise.

Fill out the interest form below or click to call: (800) 677-0153

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