Several years ago, Mrs. Thompson, a warm-hearted senior, entrusted us for guidance on securing a burial insurance plan. She wanted to ensure that her family wouldn’t bear the financial burden during an already difficult time. We locked arms with her to help find the perfect plan, keeping her preferences and budget at the forefront of our mind. After we had made our way through a thoughtful discussion, we assisted her in selecting the insurance policy that was right for her as a legacy of love for her children and grandchildren. A couple of years had gone by and to our dismay, we received a phone call from her daughter informing us of Mrs. Thompsons passing. Although we were heartbroken to receive the call, we immediately went into service mode to ensure this process would be as painless as possible. We assisted her in notifying the insurance carrier of the loss and contacting the local funeral home to notify them what was necessary to have them start the process without delay. Once we assisted Mrs. Thompson’s daughter in this process, she was ever so grateful and expressed how much of a burden we lifted off her during this trying time in her life.

Mr. Rodriguez, a retiree with a zest for life, approached us seeking guidance on navigating the complex world of Medicare. His primary concerns were managing his medication costs, accessing preferred doctors, and maintaining good oral health. We took the time to listen to his needs attentively which included reviewing his prescription costs, taking note of his doctors that were important to him, and the desired benefits he needed to keep up his dental hygiene. We were now on a mission to help Mr. Rodriguez discover a Medicare health plan that was right for him and his needs. After careful review we found a plan that covered all his medications on the formulary and lowered their cost, ensured all of his doctors that were important to him accepted the plan, and accomplished covering the dental needs he had to reduce is financial responsibility to a minimum for services. Not only was Mr. Rodriguez grateful during the process, to our delight we received a call out of the blue 2 months later from him thanking us so much for the money he had saved and finally being able to get the dental work he needed to have done.