Insurance agent Niki Feret walks through how to pick a Medicare plan. Her team starts by educating clients on how Medicare works, then matches them to a plan based on their actual health and money situation, not what they assumed they needed.
Chapters
What we do, myself and agents that I work with, is, you know, we take them through a presentation and really explain what Medicare is and how those products work. And sometimes people feel the best fit for them is that plan that they originally came in talking about. And sometimes, you know, once they're educated and they understand how the products work fully, they find out that something different might work best for them. So I truly go into it believing, you know, The plans and products out there can work well for people. You just have to know your needs, and that can be different for each person. So even a couple, you know, you could have a couple come in and maybe one, you know, the husband might need to be on one type of plan and the wife might need to be on another. So I think going into it with an open mind and really learning how these products work is the most important thing to make sure you end up on the plan that works best for your needs.