A Trusted Partner for Your Client Referrals

As a financial advisor or business professional, you understand the critical role healthcare costs play in your clients' retirement plans. But Medicare supplement and health insurance questions can quickly consume your time—time better spent on your core expertise.

That's where I come in as your trusted referral partner.

Respect for Your Client Relationships

When you refer a client to me, I treat that relationship with the utmost respect. I understand they're your client first, and my role is to support your work—not compete with it. I stay strictly within my lane of health insurance and Medicare supplements, never offering financial products or services that would create conflicts or confusion.

Your clients receive the same level of personalized, professional service that reflects well on you and strengthens their trust in your recommendations.

Taking Health Insurance Off Your Desk

Medicare and health insurance questions are specialized, time-consuming, and often urgent. Rather than trying to navigate plan comparisons, enrollment deadlines, and coverage nuances yourself, you can confidently refer clients to someone with 18 years of focused expertise in this area.

I handle everything from initial consultation through enrollment and ongoing support, freeing you to focus on financial planning, investments, and wealth management—the services you do best.

Keeping You Informed

Communication is key to successful partnerships. When you refer a client, I keep you appropriately updated on their progress. You'll know when they've been successfully enrolled, if there were any issues, and that they're satisfied with their coverage. This closed-loop communication ensures you're never left wondering about the outcome of your referral.

If a client has questions later, I remain their point of contact for health insurance matters, continuing to take that responsibility off your plate.

A Safe Referral You Can Trust

You've worked hard to build trust with your clients. You need referral partners who honor that trust and complement your services without competing. I provide exactly that—specialized Medicare and health insurance expertise delivered with professionalism, responsiveness, and respect for the relationships you've built.

Whether your clients are approaching Medicare eligibility, retiring early and need bridge coverage, or simply have health insurance questions, I'm here as a reliable resource for you and your practice.