How We Work With You
Serving PA, NJ, DE, MD, NC & SC
Located in Philadelphia, PA we serve you straight advice about how to get the most value from your Medicare options. Let us do the work for you. There is never any fee or additional cost to you.
We understand how to navigate an ever-changing marketplace. If you contact us, here’s what you can expect:
1. When you call we’d love to hear your story and learn when you are turning 65, if you are currently retired or still working, and other details to help guide our recommendations. If you would be willing, we’d like to hear what prescriptions you take on a regular basis, so that we may perform an analysis for you on expected prescription co-pays.
2. We will write up a custom analysis for you on Medicare Supplemental Plan choices and Medicare Part D Prescription Plan choices. We will mail you this analysis along with supporting materials. If you are interested in reviewing Medicare Advantage PPO/HMO plans, we can also send plan kits.
3. After you’ve read over the materials, we’d like to speak again via phone, to answer any questions and further explain details that apply specifically to your case. We can continue the conversation until you feel you are well-informed on your options.
4. Should you decide you’d like to enroll in one of our suggested plans, we’ll help you apply to be certain that the enrollment applications are correctly completed. We will then track the applications as they clear for approval. We’ll be with you every step of the way.
5. We will be happy to use ZOOM or other video conferencing software to meet with you and guide you on enrolling at Social Security, to activate Medicare Part B.
6. We will also be there for you after you’ve successfully transferred in to Medicare – to answer any questions and troubleshoot any issues that may arise.
Each year our clients refer many family members, friends, and neighbors to our services. We feel that is the highest compliment a business can receive.
“John Barbati helped us through our Medicare Supplement muddle and made our options much clearer. We have also recommended him to our friends who have thanked us enthusiastically for putting them in touch. They found him to be very knowledgeable, and told us he provided them with excellent service.”
– Gary and Becky R., Chalfont, PA