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Services

Everything you need to choose your insurance well

Medicare, Obamacare and life insurance, with an advisor who stays with you before, during and after you enroll.

How we work

Clarity, closeness and follow-through

No jargon

Clarity

We explain every option in plain words: costs, provider network, drugs and fine print.

Real person

Closeness

A real person, not just a call center or a portal. No hard sales and no hidden fees.

All year

Follow-through

We review your coverage every year and when your life changes. Your advisor is still there after you enroll.

Key dates

Don't miss your window

Medicare · initial enrollment7 months

Three months before your 65th birthday, your birthday month and three months after.

Medicare · annual enrollmentOct 15 – Dec 7

Review or change your plan for the next year.

ACA · open enrollmentEvery fall

Confirm the current closing dates with your agent.

ACA · life events60 days

A move, marriage, new baby or loss of coverage can open a special window.