How It Works
Contact Me
Please call me at 510-616-1695 to schedule an appointment. You've already taken the hardest step! Relax and leave the rest to me.
Educational Resources
As part of my services I provide tailored education to each of my clients. I will share information about how Medicare and Long-Term Care plans work, what timeline you should expect, details about enrollment and other guidance to help you navigate this process. You can preview some of those resources here.
Enroll in a Plan
Once we find a suitable option for you the next step is to enroll you into that plan. After you are enrolled, the insurance company will pay me directly for enrolling you.
Remember!! You should NEVER pay an insurance agent directly for information or assistance in enrolling you into a Medicare or Long-Term Care insurance plan. Read more about Medicare Fraud here
Needs-based Interview
First we'll have an open conversation about your personal circumstances. You'll have an opportunity to share information such as your budget, preferences for plan benefits, and types of care. This needs-based interview will give me the necessary information to research and investigate compatible plans that fit your needs.
Review Plan Options
In this session I will present plan options. All of the plans I select will be tailored to your specific needs. You'll be able to ask questions regarding details of each plan, so that you'll be able to confidently choose the option that fits your needs!
Annual Review
Once a year we'll check in and see if anything has changed for you. For Medicare: your annual review will either fall on your birthday, during the Medicare Annual Enrollment period (Oct 15-Dec 7th) or if you have a major life event change. Otherwise, sit back, relax, and know that you have the appropriate insurance coverage that fits your needs!
Choosing your Medicare or Long-Term Care plan can be confusing and intimidating, and often will leave you with more questions than answers. Am I getting the best coverage? Could I find a cheaper plan? When you choose me as an agent, I take the stress out of the process so you can feel confident in your decision! Read along to learn more about what it's like to work with me.