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Top Concerns as Retirement Approaches
What’s Really on Retirees’ Minds? Top Concerns as Retirement Approaches Retirement—it’s something many of us look forward to, but let’s...

Greg Lewis


Annual Physical vs. Wellness Visit for Medicare
Annual Physical vs. Wellness Visit: What’s the Difference for Medicare Beneficiaries? If you're a Medicare beneficiary, you may have...

Greg Lewis


A Two-in-One Solution: Hybrid Life Insurance
A Two-in-One Solution: How Hybrid Life Insurance Can Help You Create a Smarter Plan for the Future Let’s face it—no one loves thinking...

Greg Lewis


When’s the Right Time to Buy Long-Term Care Insurance?
When should you buy long-term care insurance?

Greg Lewis


Scammers Are Targeting Grandparents—Here’s How to Stay One Step Ahead
Imagine getting a call in the middle of the night from someone claiming to be your grandchild, panicked and in trouble. They say they’ve...

Greg Lewis


5 Medicare Mistakes to Avoid This Spring
Spring is a time for fresh starts—but it’s also a smart time to double-check your Medicare coverage.

Greg Lewis


5-star plans
Medicare uses information from member satisfaction surveys, plans, and health care providers to give overall performance star ratings to...

Greg Lewis


What Does IRMAA Stand For?
Income-related Monthly Adjustment Amount The standard Part B premium amount in 2025 is $185.00. Most people pay the standard Part B...

Greg Lewis


Reducing Your Adjusted Gross Income
There are several ways to reduce your Adjusted Gross Income (AGI). One method is sometimes referred to as creating a “Secret IRA." This...

Greg Lewis


How much is the Part D penalty?
Part D Late Enrollment Penalty How much is the Part D penalty? The cost of the late enrollment penalty depends on how long you went...

Greg Lewis


Why is My Medicare Call Being Recorded?
CMS released their 2023 final rule which includes two requirements that will have a significant impact on independent agents and brokers...

Greg Lewis


Medicare Questions?
As individuals approach age 65, they are usually inundated by calls and receive an abundance of information about Medicare in the mail....

Greg Lewis


Medicaid and The Marketplace
I occasionally get the question: Can I be on Medicaid and have a Marketplace health insurance plan? The answer is yes. There is one...

Greg Lewis


What is the Right Medicare Plan for You?
If you are currently on Medicare or approaching Medicare eligibility, you are probably receiving numerous offers and information about...

Greg Lewis


An Easy Way to Find a Plan on the Health Insurance Marketplace!
Many individuals are searching for health insurance plans via the Health Insurance Marketplace. This can be a very frustrating process....

Greg Lewis


Still working? Think twice about signing up for Medicare @ 65!
If you are still working when you turn age 65 and are covered under a large group insurance plan (over 20 lives), you may want to defer...

Greg Lewis


WHAT CAN BE DONE DURING THE MEDICARE OEP?
The Medicare Open Enrollment Period (MA-OEP) is a period, January 1 – March 31, during which an individual enrolled in an MA (Medicare...

Greg Lewis


When is the Annual Election Period for Medicare plans?
The Annual Election Period (AEP), runs from October 15th to December 7th each year, and it allows Medicare beneficiaries to make changes...

Greg Lewis


MEDICARE AND Rx COVERAGE
One of the largest expenditures for seniors is the cost of prescription drugs. Many Medicare beneficiaries have a Part D drug plan either...

Greg Lewis


When Is the Open Enrollment Period for Individual Health Insurance?
The Open Enrollment (OEP) timeframe is between November 1 and January 15. Policies applied for between November 1 and December 15, have a...

Greg Lewis
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