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BIO

BACKGROUND

While raised on Long Island, New York, several years were spent in Washington, DC where I received an MBA from George Washington University. Relocating to Tampa Bay in 2000, I obtained an insurance license to market life, health & annuity plans. In 2003, an association with Humana would begin and last for 15 years. This position would afford the training & experience to develop a thorough proficiency with Medicare and Medicare programs. These include an understanding of the insurance industry; the Medicare program; Medicare Advantage plans; Medicare Supplements; Prescription Drug Plans; and the market for these services.

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Although based in the Tampa Metro area, in addition to Florida, I am licensed in the states of Georgia, North Carolina, Louisiana, Pennsylvania & Texas to offer a wide range of plans:

  • Medicare Advantage

  • Medicare Supplements

  • Prescription Drug Plans

  • Dental & Vision Plans

  • Life & Annuities 

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INSURANCE

Each insurance company requires that a broker be certified with them in order to market their plans. I am certified for Aetna, BayCare, CarePlus, Cigna, Devoted, Freedom / Optimum, Florida Blue, Humana, United Healthcare, and

Wellcare. Many pf these insurance carriers offer specialized plans targeted to beneficiaries with Medicare and Medicaid. Those with chronic conditions such as Diabetes, Cardiovascular disease, and COPD also have specialized plans available to them. 

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In conversing with seniors, it becomes clear that many Medicare eligibles are totally confused by the system--what plans are available to them; how do they work; which plans will best fit their needs; what is covered medically; what are their cost-shares; which healthcare providers can be seen; when can they enroll or disenroll; what rules and protections apply; how do prescription drug plans work; and so on.

 

During 20+ years in the industry I've observed Medicare beneficiaries stress & anguish over these issues. Seniors have been known to put off--or delay, care out of fear of coverage and costs. My mission is to remove those stress points for you and ensure that you have the plan best suited for your wants & needs.

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In short, I am here to assist and address your healthcare needs.

 

Have questions or interested in a consultation? 

Meetings are usually face-to-face but can also be done by phone, and now, by ZOOM. 

 

Please see my contact information below.

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