Client Success Story: Carolyn's Story
When Carolyn's 65th birthday was approaching, she knew Medicare was coming — and she had one clear priority: she'd been happy with her employer's health insurance, and she wanted her Medicare plan to measure up.
Like a lot of people facing Medicare for the first time, Carolyn was afraid she'd end up with less coverage and more out-of-pocket costs than she'd had before. Most of all, she didn't want to lose any of her doctors or her medications.
From the very first conversation, David laid out a plan: guide Carolyn toward Medicare coverage that matched what she'd had through her employer.
"David was outstanding," Carolyn said,
"and from the beginning conversations, indicated he would guide me into choosing a plan that would be similar to the one my employer provided."
What could have been a confusing, stressful process turned out to be anything but.
"You made the choosing and enrollment extremely simple and worry-free!" Carolyn said.
"I am confident in the plan I chose!"
Here's how she'd describe it to a friend considering the same move:
"Have no worries! Give David a call! He will listen and advise your choices based on your desires and needs. David will also look out ahead for your future based on your unique circumstances. He will immediately put you at ease and hold your hand through the process!"
If you're approaching Medicare eligibility — or just want to know whether your current plan still fits your doctors, medications, and budget — I offer free, no-obligation plan reviews.
Call or text David Adams at 314-270-1771, or visit simplyseniorsolutions.com to schedule a time to talk.
