Our Process

We Educate

Every new client goes through what we call “Medicare 101” which is a meeting with your advisor to give you the basics about Medicare programs and plans. This is a crucial part of our process- we want you to fully understand what plan you chose and why.  We also offer clients educational events periodically to dive into topics that YOU care about. Visit our Client Events/Seminars tab for more information.

We Facilitate

We help make this process as easy for our clients as possible. This means, we guide you through the enrollment and do it at no cost to you. Contact us today to set up an appointment in our office or request a home visit by an agent today! (Find an Advisor link)

We Service

Once you’ve chosen your ideal plan and enrolled, SBGRA doesn’t stop there. While you continue living your life, you can rest assured knowing your agent is closely monitoring your plan. We make you aware of any changes in cost or coverage to your plan, and handle the problems so that you don’t have to.  There is a vast difference between serving and selling, and at SBGRA we pride ourselves on serving so that our clients can relax.

Here’s how we do it:

  • Review the Medicare basics and general health history
  • Analyze all local Medicare programs and rank them by cost
  • Perform customized Rx plan analysis to ensure your lowest annual expense
  • Facilitate your enrollment…at no cost
  • Review coverage annually to make necessary changes and SAVE MONEY

Let’s get started today! Call to schedule an appointment at (800) 724-2660 or request a visit with an advisor

Find an Advisor