CLIENTS
Patricia B.
Mrs. Patricia is a customer who was on a tight budget when she turned 65. She knew that even though she would fully enroll into Medicare, she needed some form of supplemental insurance coverage to limit her potential medical bills. I signed her up for the Plan N Supplement at a very low monthly premium. And two days after Medicare and her Supplement went into effect, she was admitted to the hospital for an expensive surgery. Medicare and the Supplement paid their fair share which saved Patricia thousands of dollars in deductibles and coinsurance payments.
The Smiths
Mr. and Mrs. Smith were both 75 years old when they were referred to me by a friend. They both had Medicare Supplement plans that had seen huge rate increases over the years and were interested in lowering their rates. I was able to switch them from a comparable plan with another company and save them a total of approximately $300/month in their premiums. They were thrilled!
Lelia K.
Mrs. Lelia was about to turn 65 and didn't know which Medicare Supplement she needed, or how much a competitive rate would cost her. She called a large company directly (with very high rates), and signed up for one of their plans. I approached Lelia several weeks later and quoted her for the EXACT same plan (Plan G), just with a different company. This new company would save Lelia nearly $30/month in premiums. We enrolled her into the new plan while sitting at her kitchen table, then called the old insurance company to cancel her old plan and got them to fully refund the premium that she had prepaid since this was still one month before her coverage would start.