Blog:

Case Studies

Michael Sams Helps Couple Earn 5.10% on $200,000 with a Safe, No-Risk Option

When a local couple walked into Michael Sams’ office for a routine Medicare review, they had no idea they were about to make a major financial move—one that could earn them more than $30,000 in interest over the next three years.

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?

Categories

Get our newsletter

Here's what our clients say…

You are very good at keeping us informed as to which plan is best for us and why. As far as I'm concerned, you are the go to guy when it comes to insurance. If I had cash to invest I would go to you with that also because of your honesty and not pressuring us. I definitely rate you a 10.
L.A., Customer

Meet Our Agents

Patty Gogerty

Patty Gogerty

See Bio
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. Not connected with or endorsed by the United States government or the federal Medicare program.