Medicare Made Simple
We offer personalized Medicare Guidance for Credit Union members – at no cost and with no obligation. Meet with a licensed insurance advisor – by phone, online, or in person.
Experienced, licensed insurance advisors
Our company is led by proven executives with decades of health insurance experience and our advisors are licensed in and specialize in Medicare. We stay on top of Medicare regulations, deadlines, and options so you don't have to.
Top-tier health insurance plans
We've carefully selected quality insurance carriers – nationwide and locally – so you can find the solution that meets your healthcare needs and budget. Our team can help you compare and enroll in coverage. Our guidance is offered at no cost to you.
A range of coverage options
Whether you are new to Medicare and making these decisions for the first time or have current coverage and want to make sure you are on the right plan for your situation, we can help. We offer experience in the following options:
Member-first mentality
We're here to serve you – plain and simple. Whether you need Medicare education, one-on-one guidance, help with enrollment, or support with plan changes or issues, we meet you where you are. Our guidance is offered at no cost, with no obligation to enroll in anything.
About UsLooking for Medicare guidance?
Find your credit union to get startedTrusted by leading credit unions
We are partnered with many leading financial institutions whose members we are honored to help through their Medicare journey.
What members are saying
“I just met with Andrew and he provided excellent advice and service. Very professional and easy to work with. Andrew is an asset to your company and I highly recommend him for other SECU clients.”
“Kienan was very helpful! He listened, checked multiple specifics regarding my current coverage, and assisted me with some suggestions. I appreciate his expertise.”
“We did a zoom meeting. Invited my sister and brother in law to attend because non of us are tech comfortable. Oliver was GREAT! Knowledgeable, professional, and really able to answer all of our questions(and there were ALOT) in a respectful way. I have been encouraging my friends and family to use Summit Credit Union because of how member centered it is.”
“Maximo took so much of his time explaining everything to me. He was articulate and showed concern as he helped me understand the plans”
“Adrienne was very warm and friendly. She listened to my concerns and provided me with the information I needed. I was happy to have met her.”
“Austin was friendly and we could tell he knew what he was talking about. He gave us information about some of the choices we have. We have a follow-up appointment in October and know he will have more information for us.”