Medicare & Insurance

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Simplifying Medicare and Insurance for Clients Since 2007

Firm Foundations Financial Group is a full-service insurance agency helping clients with their annuity, life, long-term care, and Medicare insurance needs.

Insurance is simply one more tool in the financial toolbox when helping clients account for and address risks to them and their families. We only design and recommend insurance plans for clients after taking the time to understand their entire picture and need profile. Appropriate insurance coverage is a tremendously important piece of a person’s financial portfolio.

It’s our job to determine what is appropriate and what is not, and then allow the client to decide for themselves.

Annuities

Life Insurance

Long-term Care Insurance

Medicare

Your Lifelong Medicare Advisor

Are you finding yourself with more questions than answers when considering your Medicare coverage? Are you more confused than ever by all of the chatter you hear and see on tv, social media, mailings, radio and on and on? Are you tired of being ‘sold’ to rather than having a conversation about your options? If you are anything like the hundreds of clients we have helped over the years, the answer is an absolute ‘Yes!’ to all of those questions.

Well, you’ve come to the right place. We pride ourselves on cutting through all of the confusion so that you can make your best decisions. We do the work while you enjoy the results, all at no cost to you.

What does the process look like?

1.
We have a brief meeting during which we will ask questions to better understand your situation and to answer any questions you might have. This is when we will tell you all about the ins and outs of Medicare. We will also explain how to apply for your Medicare benefit if you aren’t receiving it already. Lastly, we’ll talk about the process and timeline specific to your situation so you know exactly what to expect.
2.
We will then ask you to provide us with specific information that we will need to do the work. We will ask for things like your doctors, medications and any ancillary benefits that are important to you (i.e. dental, vision, hearing, gym membership, etc.).
3.
We do the legwork of identifying your best options. We comb the entire regional marketplace to make sure you are able to make an educated decision.
4.
We have our second meeting where we will lay out your options. Clients have usually made up their minds at this point and we are able to apply with them, right then and there, finally being able to cross this whole matter off their list. The application process usually only takes 5-10 minutes.
5.
We follow your application to make sure it processes correctly.
6.
Lastly, moving forward we would now be considered your Agent of Record and so this means that any time you need assistance, you can always reach out to us or your insurance carrier.
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1.
We have a brief meeting during which we will ask questions to better understand your situation and to answer any questions you might have. This is when we will tell you all about the ins and outs of Medicare. We will also explain how to apply for your Medicare benefit if you aren’t receiving it already. Lastly, we’ll talk about the process and timeline specific to your situation so you know exactly what to expect.
2.
We will then ask you to provide us with specific information that we will need to do the work. We will ask for things like your doctors, medications and any ancillary benefits that are important to you (i.e. dental, vision, hearing, gym membership, etc.).
3.
We do the legwork of identifying your best options. We comb the entire regional marketplace to make sure you are able to make an educated decision.
4.
We have our second meeting where we will lay out your options. Clients have usually made up their minds at this point and we are able to apply with them, right then and there, finally being able to cross this whole matter off their list. The application process usually only takes 5-10 minutes.
5.
We follow your application to make sure it processes correctly.
6.
Lastly, moving forward we would now be considered your Agent of Record and so this means that any time you need assistance, you can always reach out to us or your insurance carrier.

There is no cost for our services.

We get paid by the insurance provider you choose, if you decide to use our services. If we are not contracted with your chosen carrier, we will make best efforts to help you apply for that plan free of charge.

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