Working with Advisors
Adding value to your clients’ experience.
Adding Value.
Shawn Marie works with clients of trusted advisors at getting their clients more value while managing risk when facing Medicare healthcare enrollment decisions.
• Financial Advisors & Financial Planners
• CPAs & Accountants.
• Benefits Coordinators – Human Resources
• Social Workers for LTC Medicare folks.
• Attorneys
• Property & Casualty Agents
• Residential Realtors
• Anyone who may benefit from our services.
We can chat over the phone or schedule a presentation to educate your team.
Bringing value-added services with integrity and no cross-selling.
“We have always been able to trust that the best interest of our clients is the focus when working with Shawn Marie. She has been our top vetted “go to” Medicare hero for years!”