About Our Process
1. Establishing Contact
We begin by warmly welcoming our senior prospects, ensuring they feel comfortable and valued from the very first interaction.
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2. Medicare Discovery Meeting
During our initial meeting, we gather essential information regarding doctors, budget, medications, and overall health needs. This helps us to thoroughly understand the unique requirements and preferences of each senior.
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3. Timing and Action Items
We strategically determine the optimal timing for obtaining or delaying specific parts of federal Medicare, ensuring each step is taken at the right moment to maximize benefits and avoid any penalties due to oversight.
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4. Tailored Solutions
Our team meticulously evaluates all potential solutions, identifying the best options while avoiding pitfalls that could lead to inadequate coverage, unnecessary expenses, or missed opportunities.
5. Educating and Informing
We provide clear and comprehensive explanations of the available options, empowering our seniors with the knowledge needed to make well-informed decisions about their plans and coverage.
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6. Enrollment Assistance
We offer dedicated guidance throughout the entire enrollment process, ensuring our seniors experience a seamless and supported transition.
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7. Annual Review and Updates
Each year, we conduct a thorough review of existing plans, re-explaining their workings and comparing them with new options. We update or change plans as necessary to maintain optimal coverage.