30320 Rancho Viejo Rd. Suite 16 San Juan Capistrano, CA 92675

(949) 351-2443

Medicare is complicated, understanding it shouldn't be

company

MY COMMITMENT TO MY CLIENTS

MY SERVICES ARE FREE TO YOU..

How can that be you ask?  The insurance companies that I have contracts with pay me to help you.

NO PRESSURE...

My consultations are no-fee as well.  If we don't end up working together for whatever reason there are no hard feelings.  If now isn't the right time, then I'm happy to help you in the future when it is.

WHAT TO EXPECT DURING AN APPOINTMENT..

We generally meet at my office for no less than one hour.

During that time we'll discuss your AGI and if that will effect you regarding what you pay for basic Medicare (IRMAA).

If you're needing to enroll/activate your Medicare A and/or B I will help you with those steps as well.

Then I'll make sure you understand your basic Medicare Part A and B benefits before we start to discuss your options for Medicare Advantage plans (Part C), Medicare Supplement plans and Medicare RX plans (Part D).

You will want to have written down your current medications as well as doctors names.








image1