Katherine was excited because she was retiring in July of 2020. She began planning her retirement with the help of her financial advisor. As part of that planning process he referred her to us to help with Medicare. Katherine and her husband were covered by her employer’s health insurance and had questions about Medicare: what…
Joseph is a self-employed marketing consultant in St. Louis, Missouri. Being self-employed meant he had limited options for health insurance prior to being eligible for Medicare. He was on an individual health insurance plan and his 65th birthday was soon approaching. He wanted to learn more about his Medicare options; especially the cost since his…
Jane is “retired.” We put “retired” in quotes because Jane is well under 65 years old and had to stop working due to a disability. She applied for Social Security Disability Benefits and as part of the application she became eligible for Medicare. Once someone is on Disability for 24 months they become eligible for…
Don Sullivan is a manager with a retail pharmacy. Don will be retiring in November of 2019 and will lose his employer health insurance. He recently met with his financial advisor to finalize plans for his retirement when he mentioned that he could use some guidance in understanding his Medicare health insurance options. Having been…
Rod Shoer is an independent contractor with a national risk protection company. Rod is a people person and is a great “networker.” He and I attend several of the same networking groups and that is how we met and developed a friendship. Rod was turning 65 soon and would be eligible for Medicare. He was…
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…
Jack Soebel was an engineer with Boeing and was looking forward to retirement. When he started looking at his healthcare options he found out that Boeing offers its retirees a group Medicare plan. It made logical sense to Jack that since he had been on Boeing’s health insurance for the past 35 years he would…
Paul Brown had to retire from his longtime job prematurely at age 60 due to a disability. He was able to get health insurance through his wife’s employer plan, which offered him some benefit but was costly and did not fully cover pre-existing conditions. Furthermore, he applied for and qualified for Social Security Disability Benefits,…
Scott Marshall is a Project Manager for a local private home improvement company. He has worked for the company for over 20 years and was coming up on his 65th birthday. He had heard about Medicare but was unsure how it would help him since he planned on working well past his 65th birthday. At…
Medicare pays for a family trip to Scotland. Tim and Gerry Franklin have been retired for several years now and were getting their health insurance through a Medicare supplement plan. We met through a connection at our church and when they found out that we help seniors navigate the Medicare Maze they asked if we…