Hi, I’m Steve Lindsey, the Medicare man

and, like you, I’m also on Medicare!

I advise all of my family, friends, clients (and whoever will listen) to be very wary of advertisements, emails and phone calls, especially during the Medicare Open Enrollment season. Many of these are just sales tactics to get you to change plans so they can get a commission. With me as your agent and advisor, when you call my office you get me, not a service person. Through this relationship, I can understand your personal situation whereas they cannot. I purposely keep my business smaller and manageable for this reason.

As an Insurance broker, I am able to represent all of the major companies, This is especially critical in times like these because “major” companies have been around for years, and will likely remain. They also typically have larger doctor and hospital networks nationwide to serve you.

That is my strategy and indeed the strategy of all long-term professionals in this business.

In addition to Medicare and traditional health insurance plans, we also offer:

  • Dental

  • Vision

  • Cancer indemnity

  • Accident plans

  • Life Insurance

  • Retirement plan rollovers

  • Social Security advisement

All our services are completely free to you.

Learn more

We are a licensed Medicare insurance and retirement plans brokerage with more than 34 years of experience and knowledge. You’ll be presented with all of the companies that are available to you, no matter what coverage strategy you choose. We consult on all senior and retirement matters and offer a network of recognized, star-rated service providers.

In addition to advisement, we will help enroll you in the insurance plan of your choice at the proper time, so you won’t miss your guaranteed-issue window and can avoid any late penalties. This includes counseling you on whether to keep or drop your active employer or retiree plan.

When we work for you, you’ll have a personal agent available to assist with billing, claims, appeals or any other issues that may arise. We also shop for you on an annual basis to make sure you have the best plan for your changing needs. And you’ll be kept up to date on relevant industry changes that may affect your healthcare and financial goals. Full concierge service!

We also offer:

  • Dental

  • Vision

  • Cancer indemnity

  • Accident plans

  • Life Insurance

  • Retirement plan rollovers

All our services are completely free to you.

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