“In 2026, I must have helped five people switch back to the plans that they had, because when someone called, the beneficiary gave the person on the phone the Medicare ID.”

“About 5.2 million of those people are going to have their plan completely changed… that's one in five seniors on Medicare”

“If that letter is not received within 60 days after you enroll, your chronic illness benefits will cancel, and you will return to a non-chronic special needs plan Medicare program.”

“We have staff that don't usually do Medicare counseling. They help with like long-term care in other areas. And we even put those folks on the phones to help.”

“We built a set of workbooks ... formulas ... people can copy them for themselves ... start off by making their five-year plan”