Keeping your current doctors matters to us just as much as you.
Feeling overwhelmed and confused by Medicare options?
By all the mailers? By what your friends are saying? By all those free lunch-and-learns?
We are here to pull you out of the Medicare maze and guide you through selecting what is best for you.
Based on your needs: clear and easy to understand options.
We make it easy and simplify the process whether you are seeking to enroll in Medicare coverage or caring for a loved one who faces this time sensitive enrollment window.
Eliminate confusion and replace it with clear and easy to understand options base on your specific needs.
What our Medicare clients are saying.
“Katie has been servicing our company for 11 years. She has been nothing but exceptional. She is ALWAYS available for any of our employees, with her expert knowledge of the crazy insurance world. Being an administrator for a large medical practice, I deal with insurance companies all day long. I see how difficult it is for some of our patients to deal with them. I can always count on Katie to bring her A-game to the table. She is very organized and at renewal every year she gives us all the comparisons to review in a very easy to read spreadsheet format. I am highly recommending her.”
— Rebecca M. Google Reviews
“Being new to the Medicare world, Katie took the time to walk me through any questions or concerns i had. Katie explained all the details for a comfortable transition to a new insurance provider. Thank You Again”
— Bob C. Google Reviews
Our client care and
complimentary services
extend
beyond your enrollment.
Annual review of your plan
Just a call away for questions
Assist in accessing all your benefits
Assist with claim filing
Advocate in billing disputes
Our approach and care is consultative.
1) We explain the different parts of Medicare, so you have an understanding of the big picture.
2) We learn your specific needs in terms of the doctors you see, the medications you take and medical groups you prefer. We understand how important it is to keep the doctors who have provided great care for you and feel comfortable with.
3) During our research we match your specific needs to the best carriers.
4) Present and review with all options in an easy-to-understand format and answer all your questions.
5) Once you choose the option that is best for you, we enroll you and welcome you into the Magnolia family!
Our complimentary care and service goes far beyond your enrollment.
We are here to help and support you throughout your coverage period.
With our guidance, you have nothing to fear in choosing the right Medicare options. We are with you every step of the way; at a pace you are comfortable with.
Your enrollment can be done in person, via mail or text. It’s about what is the most convenient and comfortable for you.
We work with multiple carriers.
With our care and guidance, you have nothing to fear in enrolling in Medicare.
We are with you every step of the way.
Medicare Misconceptions Busted:
MISCONCEPTION: I must pay my Medicare agent to help me review options and enroll me.
FACT: Absolutely not. Your Medicare enrolling agent should not charge you any fees for their services. Our services are 100% complimentary.
If you would like to learn more about how we are paid click here.
MISCONCEPTION: There is no deadline to enroll.
FACT: There are a few enrollment periods and each person’s situation impacts and dictates which
enrollment period to use
MISCONCEPTION: I must enroll in Medicare.
FACT: It’s possible that enrollment can be delayed at age 65 but It’s important for us to thoroughly understand each client’s situation before advising on when to enroll.
MISCONCEPTION: Medicare is Free!
FACT: There is a cost to Medicare for most beneficiaries who do not otherwise qualify for financial assistance.
Products we represent and sell:
MediGap Plan (Senior PPO)
Medicare Advantage Plans (Senior HMO)
Prescription Drugs Plans (Part D)
Plans for Seniors who qualify for Medi-Cal and Medicare
Plans for Adults under age 65 with permanent disability or end stage renal failure.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.