10/29/2025
Sharing a response to an attorney requesting to “learn more” about referring his Medicare eligible clients to me …
So encouraged by your interest in finding out how I might enrich the lives of your older clients in assisting them with their Medicare decisions. Basically I help two types of people:
1) Those who are new to Medicare due to their attained age (64 years and 9 months), or recipients of Social Security Disability Income benefits (minimum 24 months), or those that have End Stage Renal Failure.
2) Those who have already made an election in the past through enrollment into Traditional Medicare, Medicare Advantage or Medicare Supplements (aka Medigap) and want to review their plans for possible changes that would take effect 1-1-2026.
In fact we are in the midst of the Annual Enrollment Period (AEP) that lasts through 12/7/25.
This is where I compare my role to that of a CPA during tax season!
I maintain independence in my recommendations based on client’s expressed wants through an initial discovery meeting that can be facilitated through a phone, face-to-face or virtual meeting.
The video below is one of many I have filmed in an attempt to convey education on the choices they have to make.
Let me know when you would like to get together and answer any questions you may have.
To your massive success, Craig ツ
