Senior Solutions

Elderly couple embracing each other.

Senior Solutions

What are Senior Solutions?

Senior solutions are solutions catered for clients aged 65+. These solutions include information about Medicare, medical services, prescription drug plans, Medicare supplements, and more.

How may we help you?
  • Medicare Advantage Plans
  • Medicare Supplements
  • Prescription Drug Plans
  • Final Expense
  • Long Term Care
  • Dental
  • Vision
  • Hearing
  • Legal

We ensure that the information we give our Medicare beneficiaries is up to date and correct. There is a lot of misinformation around and want to ensure that our clients have the best understanding of Medicare. Our primary focus for these clients is education.

At Our Core

We are providing “service beyond the sale”, this means that we are answering any and all questions, showing additional coverages, and showing items that may help our clients in the future. 

Furthermore, we provide a pressure-free environment when giving presentations, there is no expectation to work with us. We want to be an advocate for our clients and an advisor who has the client’s best interest at heart.  

At our core, we want to provide great Medicare education and ensure that our clients are as educated as possible.

The Bottom Line

We want our clients to feel confident that they have an advocate in their corner. Whenever they have questions, concerns, receive the information they want to double-check, the information they don’t understand, or just want to know more, they can always reach out to us, and we will get back to them in a timely manner.

We also want them to feel as appreciated, supported, and important as they truly are to us. We are looking out for their best interests.

Providing great customer service also means that we will meet our clients and potential clients where it is most convenient for them and where they feel the most comfortable. This means that we may meet in a coffee shop, their residence, their church, independent assistant community, or wherever else they may want to meet.

Clasp hands

Solutions That Work!

Before working with us, people tend to not understand that there isn’t just one solution that has to work for them, but that there can be many solutions based on their medical, financial, and overall situation. However, having the right insurance based on your life needs makes a difference. Over many years we have had the honor and privilege to help many people from all walks of life. Here are a few stories of how we have helped.

Financial Savings

One day a gentleman walked into my office out of the blue. Together, we went through both, his medical and his financial situation, and found a perfect solution for him. Since then, he has had over $1 million worth of surgery and he’s paid exactly $0 out of pocket. Only because we were able to educate him on the various different solutions available to him.

Travel With Peace of Mind

As an added service, we also provide a travel booklet, which has a list of doctors that will accept their plans for the city/state they are visiting. We had a client who planned to spend the winter in Texas with family. We created a travel booklet with every doctor and every hospital near his place in Texas that will accept their plan. He knew, when he went to Texas for 3 or 4 months, that he didn’t have to worry about having to find a Doctor or whether they would accept his plan. We provide these booklets in PDF as well as hardcover format.

Critical Support

We believe in providing services wherever we can, as an example: A client whose husband passed away (both were clients) was feeling overwhelmed with having to handle everything. We helped her with all the final services, helped her cancel the husbands’ Medicare supplement plan and prescription drug plan. Furthermore, after thoroughly reviewing all the insurance papers she could find regarding her husband, we figured out that she had an accidental death policy on him, a policy she didn’t even know about. Even though we didn’t find these papers until nearly 14 months after his accidental death, we were able to file a claim and a few weeks later she received a check for just under $50,000. 

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