It was so easy once I took the time to book an appointment to understand my options. I ended getting some of my Part B premium back every month. I would of never thought I would be getting money back in my pocket while getting better coverage then what I was getting from my employer before I retired was even possible!
Jake made the whole process straightforward and easy to understand. I was initially worried about making the right decision, but he explained everything clearly and put me at ease. I never felt pressured or rushed—just supported every step of the way.
Jake was extremely knowledgeable about the process and pointed out potential weak spots in my plan that could have led to major expenses. He took the time to make sure I was comfortable with everything, and even followed up later to check for any changes in my circumstances to ensure I still had the best coverage. I truly appreciate his thoroughness and care.
Turning 65 soon or you have in the last 6 months?
Worked past 65 and had employer coverage but you are planning on retiring?
You have received notice that your current Medicare plan is being cancelled and you need to find a new plan?
You're unhappy with your current plan for some reason and would like to see if their are better options?
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