Completed Jobs from Fort Worth
Sharon G
November 15, 2021
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 in a zero cost monthly premium Part C medicare advantage plan that had all their doctors on the network.
Carolyn S
June 3, 2021
New client was retiring and leaving company health plan. The corporate benefits department offered little advice to a long term employee leaving group insurance.
We were able to learn what was important to our new client so we could offer all of the Medicare options that were available and appropriate. More importantly through our consultations, we could educate her on all of the various nuances of Medicare and assist her in adding her Part B, a supplement and a Part D prescription plan. She wanted to avoid expensive COBRA plan, so we were able to make all of this happen in perfect timing to her employer insurance end date.