READ THE FULL TESTIMONIAL FROM OUR CLIENT:
Dear Keith, I am a retiree who was fortunate enough to hear your analysis of my employer’s Medicare Advantage plan in November 2022. Having analyzed Medicare Advantage plans versus a Medicare Supplement plan with separate vision and dental plans when I reached 65, 10 years ago, I was unsure if my employer’s new plan would be a good fit. Your analysis and comparisons to other plans really helped me understand how the Medicare Advantage plans have improved and what provisions of the plan were attractive. I thought you did a thorough, in-depth explanation of the plan for the employees. You were easy to understand and made clear how the various provisions of the plan worked and could be applied to our situation. We are very grateful for the analysis you presented us. I apologize for not writing this letter to you sooner. While we were evaluating the employer plan and comparing it to the Medicare Supplement plan in which we have been enrolled for the last 10 years, we called your office for advice and clarification on two occasions. We had the pleasure of dealing with Cindy Mobley on your staff. Cindy was very knowledgeable, patient and professional to work with. She interacted with us during the busy, high -pressure time as the deadline drew near. On one occasion she reached us late after normal business hours, and she was always calm, confident, helpful and focused on client satisfaction. She was an excellent representative for your organization. Please thank her again for us. As soon as the 2024 Retiree Plan is announced, I would like to make an appointment with you or Cindy to review our situation and the coverage alternatives. I have family members who will be making Medicare Plan decisions within the next year or two. I have referred both to your firm and your website for guidance in making their plan decisions. Thank you for the valuable assistance you and your firm have made for my company’s retiree community. Regards, Mark G.
READ THE FULL TESTIMONIAL FROM OUR CLIENT OR LISTEN TO THE RECORDING: