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Frequently Asked Questions
Frustrated? Confused? Curious? You’re not alone.
Contact us if you don’t see your question below.
Individuals & Couples
What if I am eligible for Medicare but my spouse is not?
Why do I need to contact you three months before entering Medicare?
I don’t live in Texas. Can you help me?
Do you charge by the couple or the individual?
What do you do to keep my personal health and financial information safe?
What happens if my medications change after you’ve recommended a drug plan?
Can you guarantee I’ll save money on a drug evaluation?
Why do you charge a fee even if my plan does not change?
How do I pay?
If my parent is in a nursing home, it doesn’t matter what drug plan they have, right? Do they even need one anymore?
Businesses and Financial Advisors
Can you guarantee my employees will choose Medicare over the group policy?
We already have an HR department. Why do we need you?
Why do you promote live seminars? Won’t virtual presentations do just as well?
Aren’t there rules against forcing or incentivizing employees to choose Medicare?
My wealth management clients are usually high net worth individuals. Why would saving a few dollars on drugs make a difference to them?
Our firm has robust health insurance coverage. Why would employees want or need to hear about Medicare?
What if I’m self-employed?
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