D.R. Roberts was having Sunday brunch with friends when the topic of Medicare Supplement insurance came up. Two of his friends (husband & wife) had been insured with Blue Cross/Blue Shield since going on Medicare. The wife was 68 and the husband was 69. The combined premium for the two of them was $1,047 per quarter, and they were hoping to find less expensive coverage.
Rita was referred to Jack Moore by one of his other clients. She had a Medicare Supplement plan already, but was shopping for another company due to an increase in her premiums. And she had demands!
Becky and Jim had a $40,000 CD at a bank that was making a measly 0.6%. Dianne Renner was delivering their new Medicare Supplement policy to them, and mentioned a 3% annuity we offer, that will earn them an extra $5100 over the CD.
Patty Gogerty recently spoke with her client Elaine about her Medicare Supplement insurance plan. She had purchased a Plan F policy from a popular carrier, and three years ago she got breast cancer. Her premium had risen to over $1824 per year.
Tom Gallion recently met with a client who had COPD (Chronic Obstructive Pulmonary Disease). His client already had a Medicare Supplement insurance plan, but due to having COPD, he thought he might be stuck with his current company and plan. He was hoping to be able to move to a new plan if at all possible.
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