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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

The Medicare Exchange

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The Medicare Exchange

From health to wealth we have your covered! Book with us
https://themedicareexchange.org/book-with-us

The Medicare Exchange is committed to providing comprehensive solutions that meet the insurance needs of individuals age 55 and over.

06/30/2025

𝗣𝘂𝘆𝗮𝗹𝗹𝘂𝗽 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 – 𝗝𝘂𝗹𝘆 𝟭𝟱 & 𝟭𝟳
Learn how to take control of your retirement at The Ram Restaurant in Puyallup with Retirement Toolbox.
🧰 Key topics: Lifetime Income, Health Planning, Social Security, Tax Strategies, and Investment Risk.
🎟️ 𝗦𝗶𝗴𝗻 𝘂𝗽 𝘁𝗼𝗱𝗮𝘆 𝗯𝘆 𝗰𝗮𝗹𝗹𝗶𝗻𝗴 𝟮𝟱𝟯-𝟮𝟰𝟰-𝟱𝟱𝟮𝟬 – 𝘀𝗽𝗮𝗰𝗲 𝗶𝘀 𝗹𝗶𝗺𝗶𝘁𝗲𝗱!
#𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘛𝘰𝘰𝘭𝘣𝘰𝘹 #𝘗𝘶𝘺𝘢𝘭𝘭𝘶𝘱𝘞𝘈 #𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘊𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦

06/09/2025

𝗥𝗲𝘁𝗶𝗿𝗲 𝗦𝗺𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 – 𝗧𝗮𝗰𝗼𝗺𝗮 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽
Join us at the Lobster Shop Restaurant on June 24 & 26 and learn how to create financial security in retirement.
🧰 Topics include: lifetime income, health planning, taxes, Social Security, and investment strategies.
🎟️ Spots are limited – RSVP now by calling 253-244-5520
#𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘛𝘰𝘰𝘭𝘣𝘰𝘹 #𝘛𝘢𝘤𝘰𝘮𝘢𝘌𝘷𝘦𝘯𝘵𝘴 #𝘚𝘮𝘢𝘳𝘵𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵

05/27/2025

𝗛𝗼𝗻𝗼𝗿𝗲𝗱. 𝗚𝗿𝗮𝘁𝗲𝗳𝘂𝗹. 𝗠𝗼𝘁𝗶𝘃𝗮𝘁𝗲𝗱. 🌴

We had the incredible privilege of being specially invited by American Senior Benefits to St. Thomas Island for a recognition trip honoring Manager Partners from across the nation.

This wasn’t just a getaway—it was a moment of acknowledgment for leadership, dedication, and the impact we’re making in the lives of our clients.

From breathtaking island views to inspiring conversations with fellow leaders, this trip fueled our mission to keep growing, keep leading, and keep putting people first.

Thank you, ASB, for the recognition—and for the reminder that when passion meets purpose, amazing things happen.

05/26/2025

𝗙𝗿𝗲𝗲 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗶𝗻 𝗣𝗼𝗿𝘁 𝗢𝗿𝗰𝗵𝗮𝗿𝗱!

Join us at 𝗣𝘂𝗲𝗿𝘁𝗼 𝗩𝗮𝗹𝗹𝗮𝗿𝘁𝗮 𝗥𝗲𝘀𝘁𝗮𝘂𝗿𝗮𝗻𝘁 on June 3rd & 5th at 6:00pm for a Retirement Toolbox event that will change how you think about your future.

𝗪𝗵𝗮𝘁 𝘆𝗼𝘂'𝗹𝗹 𝗹𝗲𝗮𝗿𝗻:
✔️ How to create lifetime income
✔️ Health and long-term care planning
✔️ Maximize Social Security and reduce taxes
✔️ Smart investment and risk strategies

🎟️ 𝗧𝗼 𝗥𝗦𝗩𝗣 𝘁𝗼𝗱𝗮𝘆 𝗰𝗮𝗹𝗹 𝟮𝟱𝟯-𝟮𝟰𝟰-𝟱𝟱𝟮𝟬 – 𝘀𝗲𝗮𝘁𝘀 𝗮𝗿𝗲 𝗹𝗶𝗺𝗶𝘁𝗲𝗱!
📍 Puerto Vallarta Restaurant, Port Orchard, WA
#𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘛𝘰𝘰𝘭𝘣𝘰𝘹 #𝘗𝘰𝘳𝘵𝘖𝘳𝘤𝘩𝘢𝘳𝘥𝘌𝘷𝘦𝘯𝘵𝘴 #𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨

05/22/2025

👋 We’re your neighborhood insurance team—real people who care.
No robots, no pressure—just honest advice for your retirement years.
📍Based in Tacoma and Lynwood!
📅 Book your appointment here: https://themedicareexchange.org/book-with-us

05/21/2025

We traded our laptops for flip-flops for a few days... and Aruba did NOT disappoint! 🏖️🍹

Our company getaway was full of sunshine, laughter, and memories we’ll never forget. From beachside brunches to sunset views, this trip was the perfect mix of reward and relaxation.

We’re back recharged and more motivated than ever. Ready to help you plan for your future—with a little more sand between our toes. 😉

05/19/2025

Life insurance isn’t for you.
It’s for the ones you love. 💙

Whether it’s for final expenses, paying off the house, or leaving a legacy—
we help you create a plan that gives your family peace of mind.

💬 Message us for a no-pressure conversation.

05/14/2025

You get a second opinion for your health...
💡 Why not for your insurance?

We offer free policy reviews for anyone unsure if their current Medicare, life, or LTC plan is still the best option.
📞 One call could save you thousands.
253-244-5520

05/09/2025

🧠 Did you know?
80% of medical bankruptcies happen to people who HAD insurance.
🤯 It’s not just about having coverage—it’s about having the right kind.

Let’s make sure your insurance actually protects you.
✅ Medicare
✅ Final expense
✅ Long-term care

💬 Message us to review your plan—no pressure, just clarity.

05/06/2025

Let’s play a little game 👇
If you could only choose one for retirement, which would you pick?

💰 Guaranteed monthly income (like an annuity)
🧾 Coverage for long-term care costs

Tell us in the comments!
Then message us to make sure you actually have that protection. 😉

05/02/2025

✨CLIENT SPOTLIGHT✨
We met with Peter, 67, who didn’t realize his Medicare Advantage plan didn’t cover his new specialist.
We walked him through options, found a better fit—and saved him $1,200/year.

🫶 That’s why we do what we do.
Want a second opinion on your coverage? Let's chat.
📞 Call us at 253-244-5520 or DM us today.

05/02/2025

✅ You plan vacations.
✅ You plan birthdays.
📉 But do you have a written retirement plan?

At The Medicare Exchange, we help people 50+ turn confusion into confidence.
Let’s talk Medicare, income, long-term care, and more—so you can enjoy the future you’ve worked for.

📞Call us to schedule an appointment 253-244-5520

Address

6004 Westgate Boulevard Suite 120
Tacoma, WA
98406

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12532445520

Website

http://themedicareexchange.org/

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