Pepple Insurance we help when it is time for MEDICARE

Pepple Insurance strives to be an extension of your office. Medicare is one of the biggest decisions in retirement and not all Advisors are equipped to help clients navigate the Medicare Maze.  Having a trusted resource is invaluable, and we are that partner for you and your clients.

Pepple Insurance provides the same great client experience you do for your clients financial needs, but on the Medicare side.

WHO WE ARE AND HOW WE HELP YOUR CLIENTS

WHO WE ARE AND HOW WE HELP YOUR CLIENTS thumbnail
 

Dedicated Medicare Advisor Team

Alexis Pepple

Broker, Agency Owner

Alexis has been a Medicare Broker since 2018 after a decade plus in the Financial Services industry. She enjoys educating and guiding people through the Medicare Maze. Alexis comes from a place of education, the goal is to never felt sold, this a decision made together, based on each clients unique needs. Her clients are her top priority.

Kevin Humes

Agent

I enjoy helping people with their Medicare Insurance plan options. There is much to know and navigate. Let's get it right together!

Jon Waller

Agent

Matthew Smith

Agent

Services

CLIENT CONSULTING

Pepple Insurance will guide your client step by step through the complexities of Medicare. Beginning with a general understanding of Medicare, enrollment in Medicare A & B, helping them with any necessary forms, comparing plan options and enrolling in the right coverage. We also support your clients Medicare journey with ongoing support.

FINANCIAL ADVISOR EDUCATION

Pepple Insurance will visit your office in person or virtually to education Advisors on Medicare. How to help your clients prepare in the years leading up to Medicare and how to avoid pitfalls that may negatively impact clients transitioning to Medicare. Also educating on when and how to engage your clients on the topic of Medicare.

CLIENT PRESENTATIONS

Pepple Insurance loves to educate Medicare Beneficiaries on the alphabet soup of Medicare and what better way than to host a Client Event. In person or virtual Medicare 101 Seminars are great tools for client retention as well as new client development. Reach out to Pepple Insurance about scheduling a Client Event.

ADVISOR TOOLKIT & RESOURCES

How and when to engage your client about Medicare?
Your clients are eligible for Medicare when they turn 65, some become eligible earlier with special circumstances, but for most it is turning 65.  See our SOP for when and how to engage your clients approaching 65 on the topic of Medicare.


What is the best way to refer a client?
You have a few options depending on what you and your client prefer.  You can fill out our INTAKE FORM and one of our dedicated Advisor Agents will reach out to your client to schedule an appointment.  You can BOOK AN APPOINTMENT for your client with one of our Advisor Agents.  Or you can direct your client to our WEBSITE and they can schedule directly with us.
How to leverage Pepple Insurance to retain and attract clients?
At some point in your clients life Medicare becomes mandatory, why let them navigate on their own.  Leverage Pepple Insurance to deepen your relationship with your clients.  You are the quarterback, we play a supporting role in helping your clients navigate the Medicare Maze.  You want your clients to come to you for all of their needs even outside financial planning, let us be the resource that fills the Medicare gap and ensures your clients are taken care of at the same high level of service you provide.

Leverage our professional Medicare 101 Seminar and Webinar to provide ongoing education and engagement to current clients as well as attract prospective clients to learn more about a topic that is so crucial in retirement.
What do Pepple Insurance Services cost my client?
Our services are completely complimentary to you and your clients.  Agents are compensated directly by the Insurance Companies.  Pepple Insurance agents are not incentivized to push one product or carrier over the other, we want to do what is best of the client based on their needs.
What can I expect my clients experience to look like once referred to Pepple Insurance?
Know that your client is in good hands (check out our GOOGLE REVIEWS).  Depending on how the client is referred over to us, we will make contact with them within the 24 hours.  Prior to our meeting your client will be sent a link to easily input information that will help our agents prepare, we will ask for their address, date of birth, contact information and list of all physicians and prescription medications.  This information is confidential and is used for the purposes of preparing plan options that will best fit the clients needs.  

Typically, the first meeting is scheduled for 1 hour and we will go over the Medicare 101, so everyone is speaking the same language.  We will go through what steps need to be taken to enroll in Medicare and the options available and what we would recommend.  All information will be sent to the client, most times a follow up meeting is scheduled to finalize plans and allow processing time for Medicare and to submit the plan application.

Pepple Insurance provides ongoing support through our Client Service Support team as well as annual reviews if needed based on each clients needs.
What do you want your clients to know?
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