Medicare Made Easy - Retirement Made Secure
Working With A Senior Benefits Advisor
As a Senior Benefits Advisor, I specialize in Medicare, annuities, and final expense insurance. I help seniors navigate the often confusing world of healthcare and retirement planning by offering clear, personalized guidance. My goal is to provide peace of mind by ensuring my clients have the right Medicare coverage, a steady income through annuities, and protection for their loved ones with final expense insurance. I take pride in making complex decisions simpler and more secure for the people I serve.
My Services
Medicare
There are two main types of Medicare appointments available. The first is for individuals turning 65 who are newly eligible for Medicare. This appointment helps explain coverage options and enroll in the right plan based on individual healthcare and financial needs. The second is the Yearly Benefits Review, which is for current Medicare beneficiaries. This appointment ensures that their current plan still meets their needs, reviews any changes in coverage or costs, and explores new options that may offer better benefits or savings.
Wealth
An annuity appointment is a personalized meeting to explore how annuities can provide guaranteed income during retirement. I will explain the different types of annuities, how they work, and help determine if an annuity fits your financial goals. It's a great opportunity to ask questions and create a plan that supports long-term financial stability and peace of mind.
Life Insurance
A Final Expense appointment is a focused meeting to discuss affordable coverage that helps loved ones handle end-of-life costs, such as funeral expenses and medical bills. I will explain policy options, coverage amounts, and how the plan can ease the financial burden on your family. It’s a simple, stress-free way to ensure your wishes are honored and your family is protected.
Hi, I'm Suzanne!
I'm a licensed Life and Health insurance professional in the state of Missouri, dedicated to helping seniors make informed choices about their Medicare coverage. As a Senior Benefits Advisor, my primary focus is on guiding individuals through the Medicare process with patience and clarity.
I understand how overwhelming Medicare can feel - from choosing between Medicare Advantage and Supplement plans to navigating prescription drug coverage. My goal is to make that process easier by listening carefully, explaining your options in simple terms, and helping you fund a plan that fits your healthcare needs and budget.
Whether you're turning 65, retiring soon, or reviewing your current coverage, I'm here to offer support every step of the way. You can count on honest advice, personalized service, and a commitment to doing what's best for you.
Let's work together to make Medicare simple and stress-free.