“🔹𝑾𝑯𝑶 𝑰 𝑨𝑺𝑺𝑰𝑺𝑻 : I work with Financial and Wealth Managers, CPA’s, Tax Professionals, CFP’s, HR Directors, P&C Agencies and other financial and Senior Planners to offer unbiased information to their clients. My knowledge of Medicare allows the professionals to concentrate on what they do best while still adding great value to their clients.

🔹𝑴𝒀 𝑬𝑿𝑷𝑬𝑹𝑻𝑰𝑺𝑬: I am an independent insurance broker. My main focus is to serve Medicare eligible beneficiaries. I will guide your clients through the Medicare process with unbiased information that fits their financial and health goals.

🔹𝑯𝑶𝑾 𝑰 𝑫𝑶 𝑻𝑯𝑰𝑺: I am an independent insurance agent . This allows me to provide your clients with unbiased information to make the right Medicare plan decision. Our referral process is very simple. I will work with you to determine the ideal candidate to refer and keep you engaged as much or as little as you prefer during the process.

🔹𝑴𝒀 𝑷𝑹𝑶𝑪𝑬𝑺𝑺: I help your clients understand the intricacy of Medicare to ensure they choose the plan that suites their needs. I assist them throughout the entire enrollment process.

🔹𝑾𝑯𝑨𝑻 𝑶𝑻𝑯𝑬𝑹𝑺 𝑨𝑹𝑬 𝑺𝑨𝒀𝑰𝑵𝑮: “Craig took the time and answered all of my questions and my husband’s also. All the information was completely objective. When we were finished we understood the process and comfortable with our choice.” James and Hannah- Retired General Contractors

“Craig takes his time with each client to make sure they understand the process and their options. After the meeting my clients always call and say thank you for recommending Craig Smith” – Steve S. CPA and (Referral Partner)”