Plan Advisors agents work with Medicare beneficiaries in all 50 states. We educate seniors on the different parts of Medicare, what they cover, and the options available to beneficiaries in their residential areas. We assist seniors in selecting and enrolling in the Medicare plan that best suits their individual needs. We maintain relationships with our clients, acting as a resource and advocate, for the rest of their lives.

  

Our agile team is comprised of Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. Before joining Plan Advisors, our team members have been right where you are – behind the desk, in front of the client, in the field, and on the other end of the line. We know the struggles of selling Medicare, working with carriers, and maintaining clients. That perspective drives everything we do for our brokers. We use our expertise to help you achieve a meaningful and sustaining Medicare career.

Plan Advisors

For 16 years, I worked for the Social Security Administration, handling retirement and disability claims for clients. I enjoy helping clients, especially retirees, understand the basics of the complicated concept that is Medicare, and believes in the importance of fully guiding them through the process to help them get the full enjoyment out of their retirement years.

  

I have enjoyed helping my clients in many ways, including choosing the right Medicare plan for their individual needs, meeting their financial goals, and assisting them in protecting their finances and family with both life insurance and final expense planning.

  

  

## About Me

I was born in Vietnam, but have been a Utah resident for 42 years, and I am fluent in Vietnamese as well as English. I am married, and have two college children who are very active in sports and school, which keep me and my husband busy! I received my B.S. in Consumer Studies & Family Economics from the University of Utah, with a Minor in Sociology. Family is my number one priority – and I treat my clients like they are my own family.

Futurity First - Quan Ngo

**Working with Sandy Mainstone**

Let's get stuff done! Knowledge and experience you can count on to help you obtain the best plan for your specific needs and budget. As a licensed broker/agent for 20+ years, I specialize in financial solutions through smart planning and sound advice . Let me share my enthusiasm and expertise at no cost to you. Together, we can accomplish good things. I am at your service!

  

### **Serving Arizona, Nevada and California.**

  

  

## Services:

*   Medicare Advantage, Part D Prescription and Medicare Supplement Plans
*   Confidential assessment to define a plan to fit your needs and budget
*   Review of plans available in your zip code
*   Guidance for plan selection
*   Enrollment service
*   Ongoing support and assistance

The Summerfield Group - Phoenix

## Alivint Financial & Insurance

  

Senior Products are so important to understand and most seniors need additional instruction on making the transition from traditional health insurance to Medicare. I serve my clients with valuable information which makes this critical decision much easier. From learning about Medicare (Medicare 101) to making that fully informed decision on which option to take, I present the options available in our area, then let my clients make the decision of which plans will work best in their unique situations. 

  

I believe we each need to be good consumers and have someone who will help keep up with Medicare changes and make suggestions on how to stretch their money to get the most value for the dollar spent. I give all my clients my cell phone number and want them to feel they can ask questions at any time and get the answers from someone local. 

  

I represent ALL options for where we live and desire to educate my clients so they feel comfortable with their Medicare choices. I have many years of experience in the insurance industry but have specialized the last 6 years focusing on Medicare and associated products. 

  

I re-certify every year to keep up with any coverage changes and during open enrollment touch bases with every client to update them on anything which will affect their individual coverage. Every year we review current situations and look at next year's coverage to get the most out of their coverage. I personally feel this annual review empowers my clients to be good consumers and manage their money and health care expenses to get the maximum coverage for the future.

  

  

### Services offered:

*   Medicare/Senior Products
*   Life Insurance
*   Supplemental Plans
*   Financial & Retirement Strategies
*   Tax Saving Options
*   Retirement Options for Adult Children

Alivint Financial & Insurance

We keep up-to-date on all things Medicare so we can be a well-informed resource for you. As part of our commitment to you, we offer no-cost, no-obligation, consultation appointments. At Generations Insurance, we walk clients through their choices so they can understand the timelines and requirements set by Medicare. We will also walk you through the process of finding the perfect life insurance or travel insurance policy that meets all your needs.

  

## What we offer:

**Medicare**

*   Medicare Part A and Part B provide coverage for your hospital and medical services. Medicare Advantage Plans provide all of your Part A and Part B benefits. They are also known as all in one or Part C plans. Most Medicare Advantage plans also include your Part D prescription drug coverage. Medicare Part D plans cover prescription drugs that you get through a pharmacy.

  

**Medicare Supplements**

*   A Medicare Supplement plan (also known as a Medigap plan) helps pay some of the health care costs that Original Medicare doesn't cover, such as copayments, coinsurance, and deductibles.

  

**Life Insurance**

*   Life insurance policies provide beneficiaries with lump-sum payments when the insured party passes away or after a specific period of time has passed. Life insurance provides financial security by replacing lost income and covering expenses.

  

**Travel Insurance**

*   Travel insurance is important for travelers who need a solution to protect themselves from unexpected situations that could affect their travel plans, trip investment, and health when traveling.

##   

## About Us:

We have been helping people with their Medicare plan options since 2009!

Generations Insurance

Medicare options can been confusing to navigate but I can help answer all your questions while helping you select the plan that works best for you. From a $0 premium on up, we will find the best coverage and plan for your individual needs.

  

Stone Hill’s Senior Department wants to help you either streamline or grow your business. If you are making the income you want, we can help you streamline your office procedures. If you need more income, we can help you figure out how to get there from here.

Stone Hill Brokerage - Spence Hebdon

Licensed since 1983, we are an experienced husband & wife team of Medicare brokers with no fees. We assist people with Medicare Advantage (all-in-one plans seen on TV as well as Medicare Supplements and Part D drug plans.

  

  

### William M Turner, Licensed Agent, CBC

Bill Turner began his insurance career in Los Angeles as a Life & Health agent in 1983 and moved to Salt Lake City for a Prime Agent program. In 1989 he joined a multi-line agency in Tempe, AZ. After returning to Utah, he started his own agency in 1999. The focus was on Individual, Group, and Medicare, which is still the target market today.

Currently, Turner Insurance is licensed in Utah, Idaho, and Wyoming. We highly value our clients and are honored to have their trust. Much of our business is by referral, so we prize each individual and seek to establish that same trust. In addition to the golden rule, we seek to “Win new friends, but keep the old, the first are silver, and the latter gold.”

  

  

### Jana T. Turner, Licensed Agent

Jana Turner comes from a legal background, working for law firms in Salt Lake City and Beverly Hills. From 1983 to 2007 she assisted her husband Bill in his insurance work. After raising a family and working in Title Insurance, she became a Life & Health agent and joined her husband’s growing agency. She is currently licensed in Utah, Idaho, and Wyoming.

Jana has five children and sixteen grandchildren. She values her commitment to clients with a high level of service. People have contacted her evenings and weekends to address concerns or issues. Her motto appears to be: “People don’t care how much you know, until they know how much you care.”

We look forward to assisting you.

Turner Insurance Benefits Inc.

I am an independent insurance agent that offers Medicare, Health Insurance, Life Insurance, and Medical Matching Accounts. I specialize in Medicare Supplements and Medicare Advantage plans. I am happy to visit the home of any person eligible for Medicare, explain different options, and help find the best tailored fit for each individual.

  

## Services:

  

**Medicare Supplements and Prescription Drug Plans**

Medicare does not fully cover your medical costs. Supplements fill in the gaps to help you become fully insured. Prescription Drug Plans cover your drug costs.

  

**Medicare Advantage Plans**

These plans are given at low cost. They offer extra benefits and bring all coverage to one place. These plans can cover what Medicare does not. I will help you obtain the best plan for your situation.

  

**Health & Life Insurance**

I can also help you with your traditional health or life insurance. I can help you compare and contrast plans for yourself or family members that are not medicare eligible yet.

  

**Medical Matching Account**

Medical costs seem to always be increasing! By signing up for this matching account you can save over 50% on ALL out-of-pocket medical costs. Contact me for more information!

Rylie's Insurance

WMI Mutual Insurance Company has been insuring seniors and offering Medicare Supplement Insurance policies for more than 30 years. We have earned a reputation for personal, courteous and professional service, as well as accurate claims processing and affordable insurance premiums.

WMI Mutual Insurance

## **About Us**

90 Days From Retirement is a team of licensed agents specializing in Medicare as well as Certified Financial Planners (CFP) that help make the Medicare & Social Security process simple and easy.

You’ll have a firm grasp around both Medicare and Social Security benefits while resting easy knowing that you are set up with the correct plans and meet all necessary deadlines, so you avoid any penalties. You’ll be able to avoid common pitfalls and spend your retirement years worrying about grandkids and vacations rather than your Medicare benefits or Social Security income.

  

## **Why Us**

We can write all day about how we are different, but the bottom line for you is that you won’t find anyone in Utah with more Medicare experience than our team. So, when you are deciding between an Advantage plan or a Supplement plan, our team will help you understand why one would suit you more than another. When you are trying to figure out how to use the government websites and aren’t getting the help you need from them, we are here. When you need to talk about life changes or adjust your existing plans, our team can do the heavy lifting. We ARE NOT part-time agents who do Medicare and Social Security on the side. We are Medicare & Social Security nerds who eat, sleep, drink, and breathe these to programs so that we can ensure you are taken care of correctly.

  

## **What We Offer**

We represent all major carriers for Medicare Advantage, Medicare Supplement, Part D Prescription Drug plans, vision plans, and Long-Term Care insurance. Our team of financial advisors have more than $1 Billion in assets under management (AUM) and are experts in 401(k), IRA, URS Pensions, and other financial vehicles to make sure you have enough money to last through retirement.

90 Days From Retirement

**Need help with Medicare?** Joelle Carlile has a love for helping others navigate the Medicare “maze”. She finds joy in educating her clients about their insurance options. She has over 15 years of experience in the health and insurance industry. She prides herself in building long-term relationships with her clients as well as providing excellent customer experience. Her dedication to customer satisfaction and individual attention has earned her excellent ratings at all the companies she has worked for.

Joelle is the proud owner of A Plus Senior Benefits. Joelle’s clients often describe her as honest, knowledgeable, compassionate and fun to be around. Her varied leadership skills as well as sales acumen has made her a very successful sales agent with a track record of success. Because of how she treats her clients, Joelle benefits by getting many referrals from these loyal clients!

  

## Services & Amenities:

Medicare Advantage

Medigap

Part D - Prescription Drug Plan

Hospital Plans

Dental, Vision, Hearing

Cancer, Heart Attack, & Plans

A Plus Senior Benefits

My name is Gordon Slagle and I have been a Licensed Insurance Agent from December 2006. When people ask me what I do, I like to tell them that “I SIT ACROSS THE TABLE FROM GRANDMA AND GRANDPA AND HELP THEM BY SPECIALIZING IN SOLUTIONS TO THEIR MEDICARE CONCERNS.” Being a Grandpa/Senior, I feel I speak the same language as most seniors, and can relate to you as well.

With 14 years in the insurance industry I am able to address your needs and concerns with answers to your questions, so you feel more comfortable at arriving with a decision. My promise to you is to always be there for you in the weeks, months, and years afterwards as well. I have over 40 years of experience in customer service and people development. This experience has allowed me to serve and continue to grow in what is already my natural service orientation. I am Licensed in Utah and Nevada while being appointed to and certified with the major carriers in both states. I complete annual certifications and have extensive training to remain informed of any and all Medicare changes and rules. I will sit down with you and consult, while listening to your unique situation to determine what options that you may choose from that fit “YOU”. This allows you to make the decision “YOU” feel comfortable with.

Kellogg Insurance Marketing - Gordon Slagle

## What We Do

Kellogg Insurance Marketing is dedicated to providing the best possible services for our agents. Agents contracted with our organization have access to:

*   Discounted lead programs
*   Live and online training
*   Monthly new agent trainings
*   Regular sales trainings
*   State of the art online tools
*   Team of professional marketing representatives

Kellogg’s association with many carriers and access to many insurance products ensures agents can provide clients with the best coverage that fits their budget. President of the company, Ron Kellogg, and his top managers travel often to meet with agents around the country providing training opportunities. Our office staff is always available to answer any questions presented by agents.

  

  

## Carriers

*   UnitedHealthcare
*   Central State Indemnity and CSI Life
*   Aetna/Coventry
*   Medico Group
*   Guarantee Trust Life
*   Standard Life & Casualty
*   Oxford Life Insurance Company
*   Equitable Life & Casualty
*   Columbian Life
*   United Home Life
*   Manhattan Life
*   Cigna HealthSpring
*   Many others

  

## Products

*   Burial/Final Expense
*   Cancer Diagnosis Plans
*   Dental/Vision/Hearing
*   Short Term Care
*   Heart Attack/Stroke
*   Medicare Supplements
*   Medicare Advantage
*   Prescription Drug Plans
*   Hospital Indemnity
*   Home Healthcare

Kellogg Insurance Marketing

We are a full service Medicare brokerage and educational resource. We can help guide you through Medicare basic education, all the way to appropriate plan selection and support. If you have any questions about Medicare or the products available in Utah, we are here to help you!

We provide one on one Medicare guidance, group presentations, virtual presentations and so much more. Always free consultations /services.

  

## Medicare Product Overview

**SUPPLEMENTS**

Medicare Supplements, also called “Medigap”, are a specific kind of Medicare plan that pay after Medicare. Supplements are designed to pay part of the cost share that Medicare does not cover. These are available in a variety of options (Labeled A-N). Supplements do not add additional benefits, and Part D drug benefits must be added.

**CONSULTATIONS**

Understanding Medicare can be challenging for anyone. Most people get nervous about asking for help, especially from dreaded insurance agent! Our goal first and foremost is to comfortably educate you about your Medicare choices. This is never at any cost or obligation to you.

**ADVANTAGE PLANS**

Advantage plans work differently than Supplements. They are typically low cost, and include both medical and prescription benefits. They offer predictable co-pays versus Medicare cost share. Advantage plans are also where you find “extra” benefits such as dental, vision, hearing, over the counter (OTC), transportation, and other added benefits.

**ANCILLARY PRODUCTS**

Some non-Medicare products can be helpful in creating a comprehensive insurance package. These other products include indemnity plans, which help you pay medical co-pays, stand alone dental, vision, and other plans. If your Medicare plan does not include these, you may want to add them as you see fit.

**PRESCRIPTION DRUG PLANS**

Medicare drug plans or “Part D” plans, come in a variety of forms from a basic plan to one with all the bells and whistles. Premiums for these plans can vary, so it is important to evaluate your medication needs, where you get them and cost share. We are happy to help and have time saving tools for this evaluation process.

**ONGOING SUPPORT**

When you enroll with us, you will have access to support at a local and regional level. If you have questions or concerns about the policy or your experience, we are there to help. Phone call, e-mail or text, we will be there to provide the assistance that you need.

  

## Services:

*   Medicare supplements
*   Consultations
*   Medicare advantage plans
*   Ancillary products
*   Prescription drug plans

  

  

## About Us

We are Utah based with a focus on Utah Medicare plans. National Medicare commercials can be very misleading, call centers can be confusing. We can help you clearly understand what you need to know about Medicare to make the best decision for you.

Insurance Advisors of Utah

I am proud to co-teach the ABCs of Medicare classes at the UNLV/OLLI program and enjoy helping seniors navigate their way through Medicare-related topics. I focus on educating and assisting seniors with Medicare-related topics. Medicare recipients can sit down with an agent and review their Medicare plan as well as view alternative options that might offer lower costs or increased benefits. Too many seniors do not have sufficient coverage while thinking they do. This can be damaging when huge medical bills arrive. I look at each individual's needs and assess which plan will fit them best.

  

  

## Services:

*   How Medicare Works
*   Medicare Part A (Hospitalization)
*   Medicare Part B (Medical)
*   Medicare Part C (Medicare Advantage)
*   Medicare Part D (Prescription Drug Plans)
*   Medicare Advantage
*   Medicare Supplement Plans
*   In-Person Consultation
*   Phone Consultation

Medicarehub - Michelle Weston

Health Insurance give you peace of mind, but it isn't something that is easy to understand. I love to help my clients to choose a plan that best protects them and gives them the benefits that support their needs. Medicare and the Marketplace is confusing, I help people understand what coverages they have and don't have.

  

My services are "free" yes, no charge to you. I love to sit down and find out your needs and find the best product to fill those needs. I am contracted with multiple carries, including but not limited to AARP United Health Care, Aetna, Molina, Humana, Regence & Cigna. Under 65 and need help understanding your options for the Marketplace? I am your gal.

  

I don’t charge anything to help you in the process of selecting your plan! I am right here and available to help you YEAR ROUND and FACE TO FACE in the Newgate Mall in Ogden and am also able to help you throughout Weber, Davis, Morgan, Box Elder, Cache, Salt Lake and other counties throughout Utah. I also have the tools and technology to meet with you over the phone and virtually.

  

## About Me:

Hello, my name is Sarah – I have been a licensed agent since 2009 – My journey started when my brother-in-law Johnny moved to Utah from out of state and was needing new health insurance. My parents have been clients of Insurance SoluTNS for over a decade so I thought I would start there to see if they could help. I was very impressed with how they treated Johnny since he was hearing impaired, they were patient and kind working with his disability. Many places don’t take the time or effort to help those who truly have a need. These personal experiences has proven to me that this truly is a reputable company, they are here for the long haul and also have a personal investment in their clients. When I found that I could team up with them and also have a career helping people, this was truly a blessing for me and my family.

  

Throughout my professional career, I have always loved working with people. So working in the customer service and hospitality industry and eventually, gravitated to the non-profit industry. I was Involved in Event Planning and Fundraising for non-profits from Coat Drives to Wildlife. I assisted in many Utah events as the volunteer coordinator and expo planner – from the Ogden Marathon, Tour of Utah, Xterra National Championships and many more.

  

I like to look at the big picture – then see “like a puzzle” where adjustments maybe needed to run programs more efficiently or cost effective. As a result, I have increased profits in 100% of the companies that I have worked for while reducing costs. I am now bringing my knowledge and skills to assist my clients to make the best recommendation for their health care needs while saving money for them where possible. Giving them the best “Bang for their Buck” so to speak.

Insurance SoluTNS - Sarah Wood Rodriquez

I am proud to co-teach the ABCs of Medicare classes at the UNLV/OLLI program and enjoy helping seniors navigate their way through Medicare-related topics. I focus on educating and assisting seniors with Medicare-related topics. Medicare recipients can sit down with an agent and review their Medicare plan as well as view alternative options that might offer lower costs or increased benefits. Too many seniors do not have sufficient coverage while thinking they do. This can be damaging when huge medical bills arrive. I look at each individual's needs and assess which plan will fit them best.

  

## Services:

*   How Medicare Works
*   Medicare Part A (Hospitalization)
*   Medicare Part B (Medical)
*   Medicare Part C (Medicare Advantage)
*   Medicare Part D (Prescription Drug Plans)
*   Medicare Advantage
*   Medicare Supplement Plans
*   In-Person Consultation
*   Phone Consultation

The Medicare Store

I have worked in the insurance industry for over 25 years and work closely with the leading companies. I specialize in Medicare and can help you with any Medicare plan you need. I can also assist you with Drug, Dental, Vision and Hearing plans.

There are many options to consider when enrolling in Medicare. You can count on us to help you understand what Medicare plans will work for you. We are here to answer your questions before, during and after the enrollment process.

  

## Services offered:

*   Original Medicare
*   MSA
*   Medicare Advantage
*   Medicare Supplement
*   Ancillary Plans
*   Prescription Drug Plan

Hallmark Senior Advisors - Brad Thompson

**Medicare Advantage Plans**

Medicare Advantage plans are all-in-one plans that often includes prescription drug coverage. Advantage plans often have a $0 monthly premium and gives you an annual out-of-pocket limit.

  

**Prescription Drug Plans**

Original Medicare doesn’t cover prescription drugs, but you can purchase stand a lone part D prescription plans. It is important to purchase this plan when you are first eligible, or you may be subject to a life time penalty.

  

**Medicare Supplement Insurance Plans**

Supplement plans help cover what original Medicare does not. Supplements can be very comprehensive and will help you pay for copayments, deductibles, and max out of pockets.

Linkster LLC ~ Health. Life and Medicare Insurance

The Summerfield Group - Reno

The Summerfield Group - Las Vegas

## About Me

  

I offer my clients peace of mind knowing they are on the best plan for them. I am passionate about making things easy and simple. I am contracted with multiple carriers, including Humana, AARP United Healthcare, Aetna, Molina, and Health Choice. I make sure to be very thorough when comparing your options, so there are no surprises. We will look at not only your benefits, but also ensure your favorite doctors are covered, as well as get you the lowest copays on your prescriptions.

  

I help people make sure they have access to all of their healthcare needs, for example; dental, vision, hearing, transportation, over the counter medicine, chiropractic care, podiatry, etc.

  

I am bilingual, and have largely focused on helping the underserved.

Trihub Insurance

Nathan Brown specializes in Senior Healthcare. With Humana MarketPOINT, Nathan focuses primarily on Medicare products such as Medicare Advantage (private versions of the Medicare program), Medicare Prescription Drug plans, and many other Traditional Insurance Products. Nathan’s team consists of ten amazingly talented sales representatives covering Southern Utah (from Utah County down to the Arizona boarder). Nathan’s responsibilities also include working with independent insurance agents and brokers to assist them in filling their clients’ needs.

  

Humana is a leading health and well-being company focused on making it easy for people to achieve their best health with clinical excellence through coordinated care. The company’s strategy integrates care delivery, the member experience, and clinical and consumer insights to encourage engagement, behavior change, proactive clinical outreach and wellness for the millions of people Humana serves across the country.

  

## Specialties:

*   Professional Presentations
*   Leadership Development
*   Senior Marketing Programs
*   Life and Health Insurance License
*   Medicare Advantage, Medicare Supplements, Annuities, Life Insurance

  

#### Counties Served: Utah, Salt Lake, Davis, Weber, Daggett & Uintah

Humana - Nathan Brown

#### Helping Seniors Plan for Health Care & Financial Stability

Moving into your later years can be one of the most enjoyable times of your life, but many issues surrounding health care and preserving your assets can mar that period with doubt and uncertainty. Primary Insurance Educators, LLC is here to take the stress away from planning your future. Our dedicated staff will help you focus on enjoying life by establishing plans that ensure your health and finances are secured.

#### Services Offered:

* Preserving your assets & ensuring your health with Medicare
* Navigating Senior Health
* Preserving your valuable assets

Primary Insurance Educators, LLC provides you with the advice you need to get the most out of your senior life. After 12 years of focusing on her family, our founder Paige elected to combine her talents in hospitality, athletic wholesale products, design, and even nursing, to break into a field where she had seen many succeed before her. Her professional tenacity and compassionate, empathetic spirit allow her to lead a team that truly makes a difference in the Medicare industry.

Our company works to be a beacon of ethical, honest, and hardworking service for every client that comes to us. Licensed in the industry for years, our exciting and new company is here to make a substantial change in the way that business is conducted. We want to be the resource everyone in Lehi, Utah, can turn to get help with Medicare and asset preservation. Withstanding the Balanced Budget Act, the Medicare Modernization Act, and now the new Affordable Care Act, you can rely on us to be around to help you for a long time to come.

#### Service is provided to all counties in the state of Utah

Primary Insurance Educators

Medicare at a Glance

Compare reviews for medicare advisors near you. Search for medicare advisors, lawyers, and get medicare help at Agibly.

Find Medicare Advisors Near You

Do you need more coverage than Medicare Parts A and B offer? What is a Medicare Advantage Plan? Get answers to these and all your other Medicare questions from a Agibly™ Trusted Provider. Search our listings to find an insurance agent in your area who can help you choose the best Medicare Part C and Medicare Part D plans for your unique situation. Or, contact a Agibly™ Care Advisor at 1-833-4-AGIBLY.

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