No pitch. No obligation. Just bring your questions about Medicare and we'll get clear on your 2026 options together.
Most 15-minute slots are available within 1–3 business days.
Don't see a time that works? Email [email protected] and we'll find one.
Most discovery calls finish in 15 minutes. If we need more time, we schedule a second longer call. We don't drag things out.
The call is free. There's no pitch deck, no contract, no follow-up if you don't want one. You can walk away with information and never hear from us again.
Whatever's easier. Phone is fine. Video is fine. We don't need to see paperwork, but if you want to share your screen we can.
You don't need to prepare anything formal. Just have your Medicare card handy if you have one, and a list of meds + doctors if you have those.
You tell me about your situation — turning 65, already on Medicare, plan got non-renewed, just exploring options. Whatever's true.
I show you what's actually available — using your ZIP code, your meds, your doctors. Plans that fit, plans that don't, the math behind each.
You decide what (if anything) makes sense as a next step. Maybe enrollment, maybe more research, maybe nothing right now. All three are valid.
No. Pressure tactics are against CMS rules anyway, but more than that — pressure doesn't lead to good Medicare decisions. We give information and let you decide.
That's most of our calls. People research for months — sometimes years — before they enroll. Education is what we do.
Not for a discovery call. We talk in general terms. If you decide to enroll later, that's when we'd need your Medicare info — and we'd do it through CMS-compliant secure channels.
We're licensed in Texas plus several other states. If you're somewhere we're not licensed, we'll tell you on the call and point you to a SHIP counselor in your state for free unbiased help.