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.