Blog

Evelyn thought she was uninsurable, and afraid that she would use up all of her assets to cover her long term care, and unable to leave anything to her children.

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.