Our Client Services

For You

• Provide education about Medicare and Social Security enrollment and timelines.
  
  
• Create individualized proposals based on your own specific criteria.
  
  
• Meet with you to go over proposal and assist with plan selection and implementation.
  Provide service throughout the year answering questions and helping find and connect to resources.
  
  
• Help you evaluate your plan each year during Annual Enrollment Period as needed.

As a Consultant

• I certify each year with the all the individual Medicare supplemental insurance carrier's and their plans I choose to represent. (based on research about the carrier).
  
  
• I also certify annually with required courses through America's Health Insurance Plan (AHIP) directed by the Centers for Medicare and Medicaid Services (CMS). 
  
  
• Have a Washington State Insurance license that every 2 years I must take required credit courses to keep. 
  
  
• I constantly survey to the marketplace for new plans and what are the changes to current plans. 
  
  
• Keep abreast of legislative issues about Social Security, Medicare and other issues pertinent to aging as well as business issues and information about the insurance industry as a whole and specific to individual carriers.