Our Services & Your Medicare Plan

 

Our goal is to help you stay on a competitive product that is consistently fitting your needs and your budget. This means that we follow a proven process that is tailored just for you, ensuring that you are getting a personalized experience that you understand and that you have the medical coverage you need to thrive. This process includes:

 

INITIAL EVALUATION – MEETING YOU & LEARNING YOUR MEDICARE NEEDS

 

Our goal is to aid you in choosing a Medicare Plan that fits your needs and you budget. We follow a proven process that is tailored just for you ensuring you are getting a personalized experience that you understand benefits and you have the medical coverage you need to thrive.

In our initial evaluation we really get to know you. We’ll look over your medical history in order to understand your needs and lifestyles we can get a better grasp of the coverage that will work best. We’ll also discuss what a plan means for your financial standing. Our aim as always is to give you the best Medicare plan for your needs. We are a family owned company and we love what we do. This means that at your initial consultation we are working not just on your Medicare options, but on building a lasting relationship with you. You’ll be treated like family and we’ll take the necessary time to really address your concerns and answer your questions. We are here to aid you in making the right choices for the future of your healthcare.

 

FINDING YOUR MEDICARE PLAN

 

After our initial evaluation of your needs we will dedicate ourselves to finding the right Medicare plan for you. We’ll provide print-outs and comparisons of your beds options so you can fully understand the choices in front of you.  We carefully explain each plan, the benefits and disadvantages as well as what they have to offer in the long run. In this way, we’ll guide you through the complex world of Medicare and help you arrive at an insurance plan that will be just right for you.

Our Medicare plan options include:

• Medicare supplement plans

• Medicare Advantage plan

• Medicare Part D

After we’ve enrolled you in a Medicare plan, we will continue assisting your Medicare process by continually reviewing your plan.

 

REVIEWING YOUR PLAN

 

We’ll continually review your Medicare insurance plan year by year.

 

 

 

Jody Patteson

901 E. Saint Louis St., Ste 200

Springfield, MO  65806

jpatteson@myclearview.com

Phone: 417-866-5151

Cell:  417-425-3514

 

Kerry McManus

901 E. Saint Louis St., Ste 200

Springfield, MO  65806

kmcmanus@myclearview.com

Phone: 417-830-0944

Cell:  417-827-6913

Fax: 417-763-3227

© 2018 Clear View Insurance and Financial Services