Company Details
Products & Services
View All
Medicare Enrollment
I partner with HR professionals to simplify Medicare enrollment for retiring employees. My independent guidance reduces...
Learn More
Medicare Myth-Busting Education
We specialize in providing comprehensive Medicare education and tools designed to simplify complex Medicare topics for...
Learn More
Enrollment Support for Medicare
We provide businesses with expert Medicare enrollment resources to help your employees navigate the often complex...
Learn More
Working Past 65
We offer specialized resources to help your business support employees who plan to work past age 65 and navigate their...
Learn More
Medicare Advantage Plans
Simplify retiree transitions with Medicare Advantage Plans. I partner with HR professionals to provide clear guidance...
Learn More
Medicare Advantage
Supporting retirees is easier with the right partner. I help HR professionals navigate Medicare Advantage options for...
Learn More
Medicare Enrollment Assistance
I help HR professionals support retiring employees through the Medicare enrollment process. As an independent broker, I...
Learn More
Medicare Part D
Help your retirees manage medication costs effectively. I provide independent guidance on Medicare Part D, helping HR...
Learn More
Medicare Plans
I help HR professionals support retiring employees with Medicare Plans. As an independent broker, I provide clear...
Learn MoreResources & Content
View All
Medicare as Secondary Payer: What Employers with 20+ Employees Need to Know
If you're managing benefits for a company with 20 or more employees, there's a Medicare rule you need to understand,...
Read More
Why Employer Size Changes Everything When Your Employees Turn 65
Master Medicare rules for employees turning 65: Decode 20-employee threshold, primary payer guidelines, enrollment...
Read More
Medicare Part D Creditable Coverage: Your Compliance Roadmap
Navigate Medicare Part D creditable coverage compliance: Master new 72% threshold, notice requirements, deadlines,...
Read More
How to Apply Online for Medicare Only: SSA Publication 05-10531 | Step-by-step instructions on using the online Medicare-only benefit application, complete with screenshots.
We provide the SSA-EN-05-10531 guide to help your organization streamline the process of educating employees about...
Read More
FACT SHEET: Deciding Whether to Enroll in Medicare Part A and Part B When You Turn 65
We provide the CMS-11962 Fact Sheet to help your HR team educate employees turning 65 on their Medicare enrollment...
Read More
Medicare Turning 65 Checklist
We provide businesses with comprehensive resources like the Medicare Turning 65 Checklist to support your employees as...
Read More