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Case Studies

Michael Sams Multiplies His Clients' Returns by Over 5x with an Annuity

We sat down with Michael Sams for a Q&A to discuss two recent real-life cases that perfectly demonstrate the benefits of annuities.

Michael Sams Saves 78-Year-Old Over $1,700 on Her Medigap Plan

It’s never too late to start saving on your Medicare Supplement premiums. In this case study, Michael Sams shares how he helped a 78-year-old client save over $1,700 on her Medigap plan.

How Janet Saved a Couple $1,262 on Medigap Plan F

Janet was able to save a couple $1,262 on their annual Medigap bill! Here’s how she did it.

Should I Stay on My Spouse’s Group Coverage or Switch to Medicare?

You have the option to leave your spouse's group plan and enroll in Original Medicare. But should you?

Mike Is Getting Double the Interest Thanks to Luke Hockaday

If you have any retirement savings sitting in the bank, odds are you’re not earning much interest on that money. That was the case for Mike, one of Luke Hockaday’s clients.

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Our guy Luke, makes eye contact as he works with us, he displays interest in who we are, Family, our years together in marriage more like the neighbor next door, he answers our questions and puts nothing out of bounds for discussion, He offers options, while explaining for our consideration a change in insurance policies, all around good service was ours. Thank You
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Tom Gallion

Tom Gallion

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Disclaimer: We do not offer every plan available in your area. Currently we represent 4 organizations which offer 41 products in your area. Please contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program to get information on all of your options.