What people say afterwards

• ★★★★★

  “She told me to keep the plan I had. That is when I knew she was worth listening to.”

  I came in expecting to be sold something. Rosalía ran my cardiologist and my three prescriptions and told me my current plan was still the best fit. No sale, no follow-up calls.

  MMarguerite OkonjoOld Northeast, St. PetersburgMedicare

• ★★★★★

  “The drug plan review saved us more than four hundred dollars over the year.”

  We had been on the same Part D plan for six years without anyone checking the formulary. Twenty minutes in October and my wife's inhaler dropped two tiers on a different plan.

  DDave BranniganCountryside, ClearwaterPart D

• ★★★★★

  “Todo en español, sin prisa, y me dieron los papeles para llevar a casa.”

  My mother does not speak English and had been guessing at her plan for two years. The whole appointment was in Spanish and we left with a printed summary in Spanish.

  YYolanda PrietoPinellas ParkMedicare

• ★★★★★

  “First person who actually understood how the VA fits with Medicare.”

  I have used the VA for eleven years and kept getting the standard answer everywhere else. They worked through my priority group and what the VA drug benefit does to the Part D penalty.

  BBill TretheweyBay Pines, SeminoleMedicare

• ★★★★★

  “She caught that my income estimate was gross, not net. That changed everything.”

  I am a freelance photographer and had been putting my invoiced total into the Marketplace. Correcting it to net income changed my subsidy and my plan tier.

  AAnita Reyes-CulliganGrand Central, St. PetersburgUnder 65

• ★★★★

  “Thorough, patient, and did not push. Took two visits, which I did not mind.”

  I wanted to think about it and nobody made that awkward. The only reason for four stars is that parking at the office is tight on a Tuesday.

  GGordon HalliwellLargoMedicare

• ★★★★★

  “They ran the participation test before quoting. Saved us a month of wasted work.”

  Nine employees, three with a spouse's plan. Darnell worked out we still qualified before anyone filled in a census form. The enrolment meeting in Spanish was the reason participation held up.

  NNnamdi EzeWestshore, TampaEmployer

• ★★★★★

  “Nobody had mentioned the survivor benefit. It changed which of us filed first.”

  We were both about to file at 64. The conversation about what happens to whoever lives longer completely reframed it, and my husband is now waiting until 70.

  CCarol DiedrichShore Acres, St. PetersburgSocial Security

• ★★★★★

  “Esteban filed the tier exception for me and it was approved in nine days.”

  My specialist drug was on tier 4 with coinsurance I could not manage. I would not have known the request existed, let alone how to make it.

  TTeresa BoudreauxKenwood, St. PetersburgPart D

• ★★★★★

  “The seminar at the library was genuinely a seminar. No sales pitch at the end.”

  I have sat through the dinner versions of these. This was an hour of explanation, a question session, and a card on the way out if you wanted one.

  RRamona IshikawaSeminoleMedicare

• ★★★★★

  “Explained why a health share plan was a bad idea instead of just selling me something.”

  I had almost signed up to a sharing ministry because the monthly cost looked great. Priya explained what is not guaranteed in one clear paragraph.

  PPatrick NwosuHyde Park, TampaUnder 65

• ★★★★★

  “They warned me about the underwriting rule before I chose, not after.”

  The point about not being able to go back to a supplement later without health questions was made plainly, early, and without pressure either way. I chose the supplement.

  SSue-Ellen MarchettiBelleair, LargoMedicare

Reviews are collected after enrolment and published with the client's first name and neighbourhood.