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Blog: Case Studies

During the Annual Enrollment Period for Medicare, our team saved James $2,400/year by making a simple switch to his Medicare Plan F provider.

Typically, a Medicare Supplement plan’s rates will increase every 3 or 4 years. As your needs change, so do the Medicare plans.

We wake up every day ready to save our clients money — and we have a few stand-out success stories relating to that very goal. Here are a few case studies that show the amazing benefits of our dedication to our clients.

We love helping people – plain and simple. Today, we’d like to share two case studies from clients that were able to make major changes to their budgets without changing their health coverage at all.

Medigap savings and an inherited IRA make up our round-up of recent success stories. Learn more about how Pam, Martha, and Lee Anne saved hundreds – and even thousands! – on their Medigap plans.