Schedule a Consultation — Clear Answers, No Pressure
If you have questions about insurance, Medicare, or senior benefits, you’re in the right place.
Many people reach out simply because they want clarity — not a sales pitch. My goal is to help you understand your options, explain how things actually work, and point you in the right direction based on your situation.
There’s no obligation to enroll in anything, and no pressure to make a decision.
How I Can Help
I work one-on-one with seniors, families, and caregivers to help with things like:
Medicare guidance
Understanding current coverage
Reviewing benefits available in your area
OTC cards, Part B giveback options, and special plans when eligible
Help with Medicaid or Extra Help (LIS) questions
Final Expense life insurance
Reviewing existing policies
Explaining options in plain language
Helping determine whether coverage makes sense for your goals and budget
Extra senior benefits & resources
Utility assistance (like LIHEAP)
Home repair programs (such as USDA Rural 504)
Food and support programs (Meals on Wheels, community resources)
Veteran and surviving spouse benefit coordination
You don’t need to know exactly what you’re looking for — that’s what the conversation is for.
Common Questions:
Q: What is this appointment for?
A: This is a general, no-obligation conversation to answer questions, review your situation, and help point you in the right direction — whether that’s Medicare, insurance, or senior benefits.
Q: Is this a sales call?
A: No. The goal is education and clarity. Many appointments end with people simply feeling more informed, even if no changes are made.
Q: Do I need to prepare anything?
A: Not necessarily. If you have questions or existing information you’d like reviewed, you’re welcome to have it handy, but it’s not required.
Q: How long does the appointment take?
A: Most conversations take about 15–20 minutes, depending on your questions.
Q: Do I have to make a decision during the call?
A: No. There’s no pressure and no obligation to move forward with anything.