Our Consulting Services
Strategy Planning
Educational meetings to explain Medicare Insurance and providing valuable information to individuals approaching eligibility for Medicare. These sessions typically cover the following topics...The A, B, C, D's of Medicare. These meetings aim to empower attendees with the knowledge needed to make informed decisions about their healthcare coverage.
In Person/Zoom Group Consulting
I host welcoming, one-hour Medicare 101 educational sessions designed especially for those approaching age 65. Held during weekday evenings or Saturday mornings, these small-group meetings offer a relaxed, informative setting where you can ask questions and get clear, unbiased answers.
📂 Each attendee receives a helpful folder with a line-by-line PowerPoint presentation. Together, we walk through key Medicare concepts—from Parts A, B, and D to the differences between Medicare Supplement and Medicare Advantage plans. I use easy-to-understand props and visual aids to make the process engaging and approachable, helping you feel confident in your coverage decisions.
💬 The meeting wraps up with a Q&A session so you can get answers tailored to your situation. No pressure, no sales pitch—just education and clarity.
Market Research
I’m committed to keeping my clients informed with the latest in healthcare coverage. Each year, I complete certification exams to ensure compliance and expertise in Medicare and ACA plans. I attend national events—like the major Medicare conference in Salt Lake City—and regularly join carrier marketing meetings to stay in tune with industry updates and company offerings. My learning continues through online training, webinars, and YouTube sessions, all to ensure I bring clarity, strategy, and confidence to every insurance conversation.
