Next Steps

What are the next steps here? And I was joking earlier, I asked one of my guys to build out a very simple, extremely easy to read slide, and he came up with this algorithm here. It’s got my head spinning. But anyway I’m going to walk you through it. So number one I’d say the next step is schedule a one on one consultation with our team.

We can dive into your unique situation again. You don’t pay for it. We’re not going to pressure you. If it makes sense for you to stay on your employer coverage, we will tell you that there are a lot of agents and agencies out there that will pressure you into going to Medicare because they want to make a sale on the Medicare Advantage or the Medicare supplement plan.

But, we take pride in, you know, shooting your straight and helping you make that decision. It might make sense for you to delay Medicare so you can use this QR code to schedule an appointment. So you schedule a consultation. We will dive into your situation, do the fact finding thing, see if you need to go to Medicare.

If you do, we will help you apply for Medicare. Again, that can be pretty tricky and we are happy to help guide you on that. Once you apply for Medicare, then you’ve got to choose Medicare Advantage or Medicare Supplement. There is a third option that we rarely see anyone go with, which is original. Medicare. Just with a prescription drug plan is totally an option that you could go with.

But I think there’s a lot of reasons why I wouldn’t personally. And we can go over those in the in your consultation. So what do you get after that? This is not a one time thing. A lot of agents out there will, you know, enroll you and you can never get in touch with them. That’s not how we operate.

You’ll have access to our entire team. You’ll be given a dedicated tech support line. Many of you got a reminder text from it here earlier that you can text that ask a question 24 hours a day. I’m not saying we’re going to respond 24 hours a day, but when we get back in the office, we will definitely get back to you.

And it’s not just let’s say Brett is your agent. It’s not just him looking at these. It’s our entire team that can help get it answered quickly. You got this lifetime concierge service that we are very proud of, but every year there’s open enrollment. And during that time, plans change. Your prescriptions change. Your doctors have changed. So you want to review that coverage every year.

And we are, again, not just going to enroll you and never talk to you again. We want to get you scheduled and review your coverage. So we make sure you’re in a good spot for next year, whether it be within a new insurance company or staying with the same one. We’re unbiased. And, you know, there’s times where we pivot to new plans each year, depending on how the benefits look and how your drugs look, and doctors and all of that.

And then after that, enjoy your retirement. Don’t stress about this stuff. Let us do it for you. You don’t need to remember a single thing in this whole presentation except the fact that we are here. We can help you. You don’t have to pay for our services. Schedule a consultation. Let us take it off your plate. I know this is overwhelming.

You know, put your trust in us, and I promise you we will take very good care of you.