Testimonials

Turning 65 was nerve-wracking due to having no clue how to understand Medicare Plans. Bob and Joan were wonderful! They were patient, friendly, and knowledgeable. By the time they left, I was comfortable with the decision I made for my Medicare Plan as well as a Medicare Prescription Plan. Thank you so much for all your help! Submitted by Randi A.

Joan and Bob were the most helpful in every way . . . explaining everything and caring for us and so much fun to work with! Submitted by Philis and Jessie S.

My experience with Joan and Bob was amazing. They are both very knowledgeable and helpful in considering what plan works best for you.  I would recommend  anyone looking for plans that work for them to consider Joan and Bob as their advisors.  Enjoyable working with you both.  Submitted by Judy Z.

Wanted you to know that we are very pleased with your ability to always give us the best, knowledgeable information on all Medicare plans available to us each year.  Also your expertise helps us make the best decision for our needs. It is also comforting to know that you are always available to answer all our questions in a timely manner. Many thanks for  making us feel comfortable and secure in our decisions. Submitted by Joanne G.

Thank you for all your help and advice choosing the right Medicare plan for Charlie and me. We are happy with the Aetna PPO Medicare Advantage Plan that we chose. It has proven to be a good fit for our needs.  Submitted by Joanne & Charlie O.

Your competent and professional assistance made the entire process so much easier. Thank you!  Submitted by Claudine B.

Joan and Bob do a great job defining optional new plans.  We received a spread sheet showing our current plan and a favorable new plan for next year.  Each item on each plan was compared and the better item was hi lighted in color.  This made our decision to switch or stay in plan extremely easy.  Joan and Bob are very knowledgeable in the insurance industry and provide solid options and advice.  Submitted by Art M. 

I appreciate your concise, clear, and quick explanations of my Medicare supplemental, Advantage Plan and Part D insurance options.  I feel confident that I have a good understanding of the plans so that I can make well informed decisions.  Your annual review of my health insurance is a valuable service which I will certainly use in the future.  Submitted by Eric S.

Thanks! You make this so easy! Submitted by Katy P.

Hi! Thanks for making this so transparent.  We are sure it is not easy to work on so many clients at one time and appreciate all off your efforts. Have a very nice Holiday and New Year!  2021 will be better for all!! Submitted by Wayne and Libia  E.