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Navigating Medicare

We Focus on Educating our Clients

We're here to guide you through your options.

Making the switch from traditional health insurance to Medicare can become complicated quickly. This is why, first and foremost, we focus on educating our clients.
**We do not offer every plan available in the area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE, or your local State Health Insurance Program to get information on all your options.**

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  • About to turn 65?
  • Getting ready to retire?
  • Recently eligible for Medicare due to a disability?
  • Unsure about Medicare costs?
  • Need to review your plan?
  • Thinking about a secondary plan?
  • Need a Standalone Prescription Drug Plan?

Review & Revise

As you get ready to transition into Medicare there is so much to know about. We are here to help guide you to the coverage that best fits your health needs and get enrolled. Annually we will sit down with you to review that the plans you are on are still serving in your best interest.



BE AWARE: Medicare Advantage plans are not available to all members residing in Montana.

Our team has experience on our side.

We work with clients for the long-haul, and we are extremely proud of the relationships we have built in our community.

Find the Right Plan

Understanding Your Medicare Coverage Options

Our office has experience on our side. We work with clients for the long-haul, and we are extremely proud of the relationships we have built in our community.


In order to best serve our clients, it’s important that we check-in with you each year during Open Enrollment. A quick review can confirm that your Medicare plan is still the best fit. Of course, we’re also available year-round. Please don’t hesitate to reach out. We’re here to help!

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Standalone Prescripton Drug Plan Annual Election Period (AEP)

If you have never enrolled in a Prescription Drug Plan (PDP), this is the time. For our current

members we will sit down with you to review your current medications and go over the plan

changes for the next year.

  • October 15 th – December 7th for a coverage effective date of January 1 st .
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