Customers We've Helped

The following are clients we've helped with their insurance needs.

February 7, 2022 | Bedford, TX

Donna called our office to consult because her husband was retiring and they would both lose their group health insurance plans. Reviewed their situations and presented both medicare supplement and medicare advantage options. They had 14 different medical providers that they wanted to keep. Jon was actually able to find a ...

November 25, 2021 | Flower Mound, TX

Barbara contacted our office because her medicare supplement Plan F had greatly increased in price over several years. Jon shopped the local market and helped her compare premium costs for all the companies, both Plan F and Plan G. Ultimately Barbara chose a new Plan F that lowered her monthly ...

November 23, 2021 | Palmer, TX

Referred to us by another client, John called into our office to review his current medicare supplement Plan F in hopes to lower his monthly premium cost. Jon shopped the current market and found a much more affordable option. Also reviewed his current prescription drug plan and found that the ...

November 19, 2021 | Hurst, TX

Paula had a popluar medicare advantage plan, however contacted our office to see if there were any plans with added benefits. In reviewing her current situation, Jon determined her income would likely qualify her for the medicare savings program that would allow her much lower costs than she was currently ...

November 18, 2021 | Balch Spring, TX

Sheila was referred to our office by a long standing client. Sheila was fairly new to medicare and had never been exposed to a lot of plan options. She also had no awareness of the differences between a medicare supplement plan vs medicare advantage plans. We assisted her in making ...

November 17, 2021 | Heath, TX

Kathy called our office for help in finding a quality, low cost marketplace health insurance option. After review of their various physicians, Jon was able to recommend a plan that met their needs at a very affordable monthly premium.

November 15, 2021 | Fort Worth, TX

Sharon contacted our office to find answers on why her current supplemental plan did not seem to cover anything for them. Jon reviewed her and her husband's supplement plan and it was not a standard MEDICARE supplement. Jon assisted them in reviewing all possible options and he helped them enroll ...

November 12, 2021 | Euless, TX

Had originally signed up for an Advantage plan, but later had second thoughts. After consulting with Jon, he decided he wanted to change to a supplement plan. We helped him excercise this change through his Trial Right, providing him with more converage that he really needed.

November 12, 2021 | Plano, TX

David contacted our office seeking options that would lower his monthly premium costs. He had a Medigap Plan F that had a very high monthly payment from a company that was not competitive. Jon found very low cost Plan G medicare supplement plan, however in the end David chose a ...

November 3, 2021 | The Colony, TX

Kelly called our office to review her current medicare advantage plan to see if there were additional benefits that could be possible if she changed her plan. In a detailed comparison of her current plan vs other options, Jon was able to find a zero monthly cost option that substantially ...

October 22, 2021 | Desoto, TX

Brenda called our office to compare her current part C medicare advantage plan with other new plans on the market. Jon compared Brenda's current plan with all the other plans offerred and she selected a medicare advantage plan offering more benefits and with lower copays.

October 21, 2021 | McKinney, TX

Roy contacted our office to learn of medicare options, both medicare supplement Plan G and medicare advantage plans. Both he and his wife had only Parts A and B with a prescription drug plan. Jon helped them realize that they had no cap whatsoever on possible medical costs, and helped ...

October 21, 2021 | Royse City, TX

Gary contacted our office to assist in learning about medicare options. He and his wife had Parts A and B only, and wanted to know benefits they may be missing. Jon reviewed with them various options and found a Part C medciare advantage plan that provided some benefits they had ...

October 19, 2021 | North Richland Hills, TX

Gary called into our office to examine other medicare advantage options for him and his wife, as they had been on their current plan for a few years. Jon reviewed with them various options in their local service area and found them a much better fit with lower copays and ...

August 5, 2021 | Dallas, TX

Ramona contacted our office to help her husband who was turning 65 and about to become eligible for either a medicare supplement or medicare advantage plan. Jon presented all possible options and they found that a medigap and prescription drug plan was the right option for them. Later Jon assisted Ramona ...

Total: 52

Customer Testimonials

Ready to Get Insurance. Get a quote now
Arrow