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As a licensed insurance agent specializing in Medicare, I provide personalized guidance tailored to each client’s health needs and financial situation. From enrollment assistance to managing plan changes and offering ongoing support, I ensure that my clients receive the best possible coverage and benefits. With me by your side, you can trust that your well-being is a top priority.
Find numerous resources in this section of the website for individuals and families:
There Are Many “Enrollment Periods” Still Available For Medicare Plan Members.
Find numerous resources in this section of the website for individuals and families:
Help managing existing cd’s, annuities and 401k’s, and lump sum settlements:
With a 25-year career in the financial industry, my journey has been rooted in the principle of “people helping people.” This experience has given me a deep understanding of the nuanced needs and challenges individuals face in securing their future health insurance plan. My approach combines empathy with expertise, guiding clients through the complexities of Medicare, ensuring their peace of mind and stability. My dedication to empowering individuals to make informed decisions is the cornerstone of my professional beliefs, making a tangible difference in their lives.
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Wendy offers free consultations in person, by phone, virtually or via teleconference.
Wendy will listen to your needs and work diligently to help you discover the plan that works best for you.
Medicare can be complex and information can be hard to find. Let us help:
– Medicare benefits
– Premiums and cost shares
– Medicare Supplement and Advantage plan clarification
– Medicare plans, benefits, and pricing Medicaid/AHCCCS programs
– Social Security programs
– Medicare rules and enrollment periods
– Extra-help prescription program.
Find numerous resources in this section of the website for individuals and families:
– Quote individual and family plans Dental
– Accident, and Critical Care Coverage
– Get healthcare reform updates
– Resources for the un-insurable
– Medicaid/AHCCCS information
– Alternative to ACA Plans, pricing and benefits Short Term Medical Plans
Help managing existing cd’s, annuities and 401k’s, and lump sum settlements:
– Resources to tax guidelines
– Advice from a financial advisor
– Final Expense Life Insurance Term and whole life insurance
– Annuities with guaranteed income you cannot outlive
– Equity Indexed Annuities and Fixed Annuities