Written by Joanna Gebhart
As a local agent living in the Coachella Valley, it is important that my clients fully understand their Medicare options. Medicare is an important piece of your retirement planning and making the best decisions can make a big difference in your financial situation as the years go by. Newly eligible Medicare recipients receive so much information, and it is important to work with an agent to help sort through this maze of information. Such as: Medicare Supplement and Medicare Advantage plans.
How do they differ? What are the benefits of each? Which one is appropriate for each individual person? How do my medications factor in? Is the same plan best for both my spouse and me, or do we consider different options? All these questions and more are covered in my free consultation which can be held in person or virtually, whichever the client prefers. Additionally, as clients move past their initial enrolment each year their needs and coverage should be evaluated.
Situations can change, plans can change, and overall health can change. I keep in touch with my clients throughout the year to make sure that if a change should be considered we are proactive and prepared for Annual Enrollment, October 15 – December 7 each year. I would love to become your local Medicare Agent. Please contact me directly with any questions or concerns that you may have. Call J. Gebhart Insurance Services at 760-218-2980 or email [email protected]
