Why Senior Plan Advisors

As trusted advisers, we work to understand your exclusive needs and simplify the often complex process of choosing Medicare coverage. Your advisor can help alleviate a significant burden during the Medicare plan selection process by making available the knowledge and guidance to assist and help you choose the plan that’s right for you.

  1. Who is my Advisor and how can they help me?

Jason Burgess is licensed by the state (North Carolina, Virginia, Florida and South Carolina) and certified to help instruct and answer any questions as it relates to Medicare Part A, Part B, Part C and Part D; as well as Medicare Supplements (Medigap) and Medicare Advantage plans (Part C). He and his staff are appointed to you and are responsible for making sure all of your questions are answered now and in the future. As a Medicare recipient you have two options that help “fill in the gaps” of your Medicare benefits. This is where a majority of people find the most frustration. We are responsible for explaining both of them to you in a clear and helpful manner. After you understand Medicare and your two options, you should feel confident in moving forward to discuss companies and plans. If you have a specific company or plan you are interested in, Jason will go into detail regarding your plan choice making sure you are aware its strengths and weaknesses. If you desire us to do the work on your behalf, just ask for a local review of the plans available in your area. This will be done at no cost to you. We will give you a recommendation based on the lowest cost and best coverage available. Finally, the security of knowing us and where we are will be with you for years to come. Regardless of whether you have a problem at a doctor’s office, pharmacy or a claim that hasn’t been paid, we are here to help you. Merely pick up the phone and you have the assistance you need. Knowing that there are changes coming to Medicare in the near future is a large reason our clients find confidence having a knowledgeable independent advisor who can assist when those changes come.

  1. How much will Senior Plan Advisors cost me?

Using Jason and his staff will will not cost you anything. We do not charge fees for our service. By mandatory state law your advisor will be licensed, certified, and insured; meeting stringent background checks. For your protection states require all types of insurance (home owners, auto, life, health) discussions to be held by a licensed agent or broker. The premium of insurance, specifically Medicare insurance in our case, is approved by each state based on Age, Gender and Tobacco usage and is offered to all at the same price. No insurance Company, Agency, or Broker is allowed to charge more or less premium to an individual for any reason. Whether you call your chosen insurance company direct, meet with their local agent or deal with an independent advisor like ours, you will pay the same amount. This is where our clients find irreplaceable value in our service. When we make a recommendation, it is based on the merit of the plans price and benefits; it has no bearing on the name of the company. Therefore we have no allegiance to ANY insurance company. Our loyalty and commitment is to you. As a result, if the company that you choose now makes a policy or premium change that is not in your best interest, we may recommend you change to another company.

 

What our clients say

“Jason has been very good to help me through this process. He is always very prompt with returning my calls and addressing whatever issued I might have. He has been my agent for quite some time and I would highly recommend him.”

Terry Vickers, North Wilkesborro, NC.

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Contact us:

Jason Burgess
jason@seniorplanadvisors.com
Office 919-435-1801
Toll free 1-888-993-7575
“Medicare made simple”
Fax number-1-888-435-1801
845 S Main St, Wake Forest NC 27587
PO Box 748 Wake Forest NC 27588
Senior Plan Advisors
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