Time to Review?

Supplements can be switched anytime of the year...

We have seen some changes in supplement companies lately that make us feel that reviewing your coverage is important.  Here is how this review period will work:
  1. Please review the attachment and see if changing supplements is even an option for you.  The list of questions in the attachment are a good representation of the questions asked on the applications.  If you have a definite yes answer to any of those questions then we cannot make any changes at this time.
  2. Respond to this email with one of the following:
    • I can answer no to all of the questions attached and would like a review
    • I can answer no to all of the questions attached but would not like to change at this time
    • I am not sure if I can answer no to all of the questions attached and would like to discuss it further
    • I cannot answer no to all of the questions attached.
    • I am interested in switching to an Advantage plan next year
     
  3. If you have chosen either the first or third option above we will contact you by phone to discuss your options.  If you have chosen the last option we will note your account and do your review during Annual Enrollment Period.
  Note: Switching is an easy process that we will walk you through step by step.
Click Here to Download Review Form

Here To Support You

Jason Newby

Jason Newby has been explaining Medicare so often he sometimes dreams of giving Medicare speeches 🙂 During the last 14 years he has helped thousands of seniors by first educating what the options are mean and then providing a broad selection of options to fit into your budget and match your needs. Falls are spent re-quoting everyone who wants to have him shop with the newest rates.

Heather Newby

Heather Newby has been in the insurance business for 14 years. Originally focusing on property casualty insurance, she switched her focus to helping seniors with their Medicare needs. She was bothered by the amount of “sales” people out there just trying to get people to switch to their insurance company, so she decided to focus her attention on servicing the client as a whole: making sure they understand their options and then make educated choices.

What Our Clients Say About Us

"My friends kept telling me to go with company XXXX. After we met and you explained all the pricing and how Medicare works I am glad I didn’t listen to them. I heard that 2 of them have already called you to make an appointment. I guess saving over $300 a year made them not like company XXXX anymore."
Linda W.
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Joyce R.
"I tried to learn this myself but would never have had all the prices and histories on the companies that you have. Thank you for everything you do."
Joe N.
"It’s nice to know that when my health changed your annual review helped me find coverage that was better for me. Thank you."
Anne V.