Personalized Selection
Insurance for all Medicare eligibility scenarios
Turning 65 and new to Medicare
Retiring or working past 65
Disability
Each eligibility scenario has different insurance demands and coverage opportunities. Many people don't know that Medicare eligibility rules can differ. Each eligibility route has distinct products and regulations that govern what is offered and how it works.
As a CBI65 client, we engage you in a dialogue that will educate you about these differences and help us understand your risk tolerance, personal preferences, and financial strategies. This ongoing exchange will inform our recommendations and tailor your experience with us.
What sets us apart is our ability to provide options from multiple companies across different lines of business. In other words, if you would like a Medicare supplement we will present more than one company's plans and explain the advantages and disadvantages of each offering.
Once you select the products most suited to you, we then help you make the insurance coverage change(s). This includes completing and processing your enrollment paperwork, providing required documentation, and verification that you receive your new contract documents and IDs.