We are a licensed Medicare insurance and retirement plans brokerage and represent the companies that are available to you no matter what coverage strategy you choose. We consult on all senior and retirement matters and offer a network of recognized service providers.

In addition to advisement, we will help enroll you in the insurance plan of your choice at the proper time, so you won’t miss your guaranteed-issue window and can avoid any late penalties. This includes counseling you on whether to keep or drop your active employer or retiree plan.

When we work for you, you’ll have a personal agent available to assist with billing, claims, appeals or any other issues that may arise. We also shop for you on an annual basis to make sure you have the best plan for your changing needs. And you’ll be kept up to date on relevant industry changes that may affect your healthcare and financial goals. Full concierge service!

We also offer:

• Dental

• Vision

• Cancer indemnity

• Accident plans

• Life Insurance

• Retirement plan rollovers

All our services are completely free to you.