Simplyfying the Medicare Maze By Breaking Down the Basics (Medicare 101) 

Original Medicare: Medicare Part A & Medicare Part B

Medicare Part C

Medicare Part D

Medicare Supplement / Medigap Insurance

U65 Health Insurance ~ Individuals Ineligible for Medicare

Life Insurance

Long-Term Care plans

Small Business Health Insurance

Indemnity Plans, i.e. Hospital, Critical Illness, etc.

Dental, Vision, and Hearing Supplement Coverage

Disability Insurance

The Marketplace

Short Term Health Plans 

Insurance for Clients with a Residence Permit / Authorization to Work Permit

Knowledge Saves Money ~ Explaining Insurance Industry Jargon 

Short Term Health Insurance Options Other than The Marketplace

Long-Term Care Insurance

Small Group Health Insurance Options

Term Life Insurance 

Whole Life Insurance 

InfoMinute Seminar

Best Client Workshop

GateOpener Workshop

Orientation Essentials

I have streamlined processes for differing insurance needs, preferences, and lifestyles with varying intake methods to capture the information. This then gets analyzed across different established spreadsheets and/or tools learned to provide optimized support. They make a world of difference in pinpointing coverage offering the most value from the countless options available to best serves clients’ unique preferences in both Medicare and under 65 insurance options. Because treating clients individually is vitally important.&nbsp;

Mo Lima has an email ready when someone asks about headshots. It’s a tool to turn questions into bank deposits, and it makes referring to her simple.
Share a tool you’ve developed to make referring to you easy.
<ul>
<li>How did you get the idea for this?</li>
<li>Where do you use it automatically?</li>
</ul>
Where are you thinking of using it?

Jamie Wheeler

News