Tom Vega is an independent successful producer for a national sales company here in St. Louis. Tom is turning 65 in August and will be eligible for Medicare. He was interested in finding out about his Medicare options because he is currently covered through his wife’s company. We met Tom at a Medicare seminar sponsored by his financial advisor. Tom mentioned some concerns he had regarding his current coverage. We agreed to meet the next week at his office to educate him on Medicare and find out more about his concerns.
At our first meeting Tom shared with us his concerns about his current coverage; namely the cost and health benefits and wondered if Medicare would offer better health benefits. We asked him questions to better understand his healthcare needs and educated him on how Medicare works and what options were available to him. We reviewed his needs with the available Medicare plans. Furthermore, we compared his current coverage to Medicare. When we met again a few weeks later, we shared with Tom our findings and he soon realized that his concerns would be better taken care of by going onto original Medicare and adding a Supplement plan along with a Prescription Drug plan.
We helped Tom complete the enrollment process and now he has the peace-of-mind knowing that his healthcare will be protected. Had we not met he may still be on his wife’s company plan and wondering if there was a better option. Tom was so pleased with our service that he referred us to his partner Mike Lewis, who we have since enrolled into a similar plan.
Who do you know who is turning 65 or retiring soon and has questions about Medicare?
Please send them this story or share our contact information with them. We’d be happy to help them navigate the Medicare Maze.