by Jeffrey Adams | Aug 24, 2026 | Medicare, Medicare News, Medicare Open Enrollment, Medicare Part D, Medicare Supplemental
Why Brokers Can No Longer Help Part D Consumers With Plans For years, many Medicare beneficiaries have relied on insurance brokers and agents to help them compare Medicare Part D prescription drug plans. Brokers could explain plan differences, review formularies,...
by Jeffrey Adams | Aug 10, 2026 | Medicare, Medicare News, Medicare Open Enrollment, Medicare Part D, Medicare Supplemental
Medicare Annual Enrollment is an important time of year for Medicare beneficiaries. Each fall, you have an opportunity to review your current Medicare coverage and determine whether another plan may better fit your healthcare needs for the upcoming year. One of the...
by Jeffrey Adams | Aug 3, 2026 | Uncategorized
Proposed $5,000 spending limit would apply to nearly half of Medicare enrollees AARP is urging Congress to pass legislation that would cap annual out-of-pocket health care costs for the 34.3 million people who have original Medicare. Studies suggest the lower expenses...
by Jeffrey Adams | Jul 16, 2026 | Life Insurance, Medicare, Medicare News, Medicare Open Enrollment, Medicare Part D, Medicare Supplemental, Retirement
One of the most frequent calls we get here in the office is about spam phone calls. Our clients, as are we, are inundated with calls about Medicare and scammers trying to get you to change your Medicare plan. While there is no way to completely stop this activity,...
by Jeffrey Adams | Jun 22, 2026 | Medicare, Medicare News, Medicare Open Enrollment, Medicare Part D, Medicare Supplemental
When exploring Medicare plan options, beneficiaries often encounter a document called a Scope of Appointment (SOA). While it may seem like just another piece of paperwork, the Scope of Appointment serves an important purpose in protecting Medicare beneficiaries and...
by Jeffrey Adams | Jun 15, 2026 | Life Insurance, Medicare, Medicare News, Medicare Open Enrollment, Medicare Part D, Medicare Supplemental, Retirement
Understanding Medicare Annual Enrollment: What You Need to Know Every year, millions of Medicare beneficiaries have an opportunity to review and make changes to their Medicare coverage during the Medicare Annual Enrollment Period (AEP). Whether you’re satisfied...
by Jeffrey Adams | Jun 9, 2026 | Medicare, Medicare News, Medicare Open Enrollment, Medicare Supplemental, Retirement
As you approach Medicare eligibility, you’ll likely encounter many different coverage options. One of the most common questions people ask is, “What is a Medicare Supplement plan, and do I need one?” Understanding how Medicare Supplement insurance...
by Jeffrey Adams | May 25, 2026 | Life Insurance, Medicare, Medicare Supplemental, Retirement
When most people think about life insurance, they think about protecting a spouse or replacing lost income. But life insurance can also be a powerful financial tool to help protect a child’s or grandchild’s future. Whether you want to help provide financial security,...
by Jeffrey Adams | May 18, 2026 | Life Insurance
Indexed Universal Life (IUL) Insurance: What It Is and How It Works When people think about life insurance, they usually picture a policy that simply pays a death benefit to loved ones after they pass away. While that’s true for many types of life insurance, Indexed...
by Jeffrey Adams | May 11, 2026 | Life Insurance, Medicare, Medicare News, Medicare Open Enrollment, Medicare Part D, Medicare Supplemental, Retirement
If you’re approaching Medicare eligibility or helping a loved one understand their options, Medicare Part D can feel confusing at first. Between premiums, deductibles, formularies, and coverage stages, there’s a lot to learn. The good news is that once you understand...
