About: Jeanne graduated from the University of North Texas and attended Southern Methodist University working towards her MBA. She has a background in accounting and finance and for the last 20 years has been insurance licensed, working with clients on various aspects of their financial and insurance planning. Now, she focuses exclusively on Medicare insurance planning, helping eligible beneficiaries navigate the maze of Medicare regulations and helping them select appropriate solutions for their particular situation. As an Independent Insurance Broker, she offers Medicare Supplement Insurance Plans (Medigap), Part D Prescription Drug Plans, and Medicare Advantage Plans (Part C).
Specialties: Jeanne's process includes overview of Medicare rules and pitfalls to avoid, how to sign up for Medicare, needs-based assessment based on prospect's individual situation, guidance in helping prospects make appropriate buying decisions, opportunities for cost containment, and expertise in underwriting Medicare insurance products. Her services extend past the sale, providing retirement to grave service. Sales and service fees to brokers are embedded in Medicare products and paid by the carriers. Premiums are the same to a client whether using a broker or doing yourself.
Quote: "To succeed in life, you need three things: a wishbone, a backbone and a funny bone." - Reba McEntire