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.


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