SERVICE

Medicare Insurance Review, After The Appointment, Throughout The Year

Medicare Insurance Review

I provide a very simple 4 step process when we meet for your personalized Medicare Insurance Review. The 4 steps are: 1. Initial Review, 2. Educate, 3. Health and Prescription Review and 4. Determine the Best Plan for you and Enroll. That's it! There is no obligation and no charge to you for this service. The Medicare Insurance Review usually lasts 1.5 hours depending on questions.

Once your review is completed, you will have a good understanding of the Medicare Basics, understand the differences between Original Medicare, Medicare Advantage, Medicare Supplements and Prescription Drug Plans and be able make an informed decision on your Medicare Health Insurance Options. If you choose to enroll, we can do so during the meeting and and you will be on your way quickly. 

Continue down the page to see the 4 step process for your personalized Medicare Insurance Review and then continue down even further to see how we service you After The Appointment and Throughout The Year, including annual enrollment in the fall.


1. Initial Review

First things first. We need to review 'your' needs and determine your eligibility. Are you looking for affordable high quality Medicare Insurance? Would you prefer to pay a higher premium with lower costs on the back end (deductibles, co-insurance and co-pays). Would you prefer to pay a lower premium with higher costs on the back end (deductibles, co-insurance and co-pays). Are you using brand or specialty prescription drugs on a regular basis? Moving? Travelling? Aren't sure if you are eligible? Have a change in your health situation? These are just a few of the reasons that you need an 'Independent' Agent to help you review your situation and be able to offer a variety of plans to find the best one that matches your needs.

For answers to these questions and many more, please click here to set up your personalized Medicare Insurance Review.

Services - Medicare Annual Review


2. Educate

I will explain how Medicare works and help you understand the Medicare Basics, Original Medicare, Medicare Advantage Plans, Medicare Supplements and Prescription Drug Plans so that you can make an informed decision on your healthcare.

For answers to these questions and many more, please click here to set up your personalized Medicare Insurance Review.

Services - Medicare Education


3. Health And Prescription Review

We will review your current and future health and prescription needs. Then compare your health situation and your prescription costs with the various plans coverage. This will be a very important review especially if you are taking brand or specialty prescriptions on a regular basis. We will identify the plans with the best coverage to match 'your' health and financial needs.

For answers to these questions and many more, please click here to set up your personalized Medicare Insurance Review.

Services - Medicare Health and Prescription Review


4. Finding the Best Plan For You and Enrollment

After we have completed the review and education, we will research potential health insurance plans. It is now time to narrow down the field to just a few top options from which you can choose. It is usually quite obvious which plan may be the best for you dependent on your financial, lifestyle and health needs. Once you select a health insurance plan, we can complete the enrollment right then during the meeting. I will help you enroll, review the coverage, explain the next steps and answer any additional questions that you may have. That's it!    

For answers to these questions and many more, please click here to set up your personalized Medicare Insurance Review.

Services - Medicare Agent Advocate - Happy Seniors

Schedule a Visit
Call or email to schedule a Medicare Insurance Review.
There is No Obligation and No Charge to you for this service.

After The Appointment And Throughout The Year


1. You Have An Agent Advocate!

I will be right there by your side throughout the year to help you if any questions or problems that may arise on claims, billing, coverage and changes in your health situation. You can call with any questions throughout the year.    

For answers to these questions and many more, please click here to set up your personalized Medicare Insurance Review.

Services - Medicare Agent Advocate


2. Annual Enrollment (Oct 15th - Dec 7th)

Not only can you call anytime during the year, we will also conduct an 'annual review' with you to see if your health situation has changed and if you may need different health plan options during the upcoming year.    

For answers to these questions and many more, please click here to set up your personalized Medicare Insurance Review.

Services - Happy Seniors

 Sannes - Picture
Mark Sannes, CPCU

Our Work
We Educate and Service!

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