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Taking My Own Advice

By
Home Stager

Taking My Own Advice 

 

We’re always preaching to others to get help from a professional...whether it’s an agent, stager, doctor, electrician...it doesn’t matter.  So when Larry turned 65 and we were setting him up for Medicare, I decided to take my own advice. 

 

The year Larry turned 65 we must have received a letter a day from some insurance plan about enrolling in Plan F and other available plans. At first, I insurancetried looking through them and trying to figure out what plan would be better for us. 

 

I contacted someone who’d been referred to me whose expertise is insurance. I haven’t regretted it for a minute. It’s not that I can’t read an insurance policy but my eyes begin to cross and glaze over with all of the legalese that only a professional insurance agent could know. 

 

Our “angel” has been Jane Finkel a licensed insurance agent at Gwynn, Moore & Associates, Inc.  She took the time to look at the best plans for Larry and his particular health needs. We gave her a list of his medications and she found the best prescription plan that would cover his needs. 

 

A few years later when it was my turn, Jane even got on a three-way call with the company that covered my meds to see why a certain rescue inhaler wasn’t being covered. 

 

After our move to Texas, I had to find a new company for my supplemental insurance and once again, Jane came through. 

 

Jane takes the time to explain what I need and why it works.  

 

In today’s world where it seems that no one cares anymore about customer service, it’s so refreshing to know that I can pick up the phone and reach someone who provides the service we hope for. 

 

AND by the way...Jane always calls back immediately if she’s on the line. 

 

If you have questions about your insurance, especially if you’re about to enter the world of Medicare please call Jane. ** They’re licensed in many states so they’re not limited to Florida. 




Jane M. Finkel

Gwynn, Moore & Associates, Inc. 

561-278-3378

 

101 SE 6th Avenue

Suite F

Delray Beach FL 33483





** I get no monetary compensation from this. All I hope for is to help someone else navigate the insurance maze. 

 

Posted by

Kathy Streib
Retired Home Stager
and Interior Redesign

In Person Consultations in Texas
for Houston & Harris Counties
and
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for all states


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Comments(34)

Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Great shout-out for Jane Finkel, Kathy. People like Jane are worth their weight in gold.

Jan 07, 2020 08:37 AM
Myrl Jeffcoat
Sacramento, CA
Greater Sacramento Realtor - Retired

When it comes to health care, good advice about which plan will work best for each of us is vital.  I've been with Kaiser for many years, and I am grateful for the care I receive.

Jan 07, 2020 09:52 AM
Anna "Banana" Kruchten
HomeSmart Real Estate - Phoenix, AZ
602-380-4886

Kathy that was a smart move to ask for professional help for your insurance. Jane Finkel sounds much like our insurance guy - extremely helpful and knows his subject. Trying to figure out the insurance game on ones own - will end up costing them in the long run.

Jan 07, 2020 09:54 AM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Kathy,

What a wonderful endorsement for Jane.  We are set!  We do hire pros at every turn that we need.    A

Jan 07, 2020 11:35 AM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Sham Reddy CRS we were lucky to have found Jane.

Barbara Todaro we had friends who were ill-advised by someone they'd spoken with that they didn't need Plan F. A few years later they discovered that if you decide to get it later on when you're older, you end up paying more. Had it happen to another friend's mother. 

Jan 07, 2020 12:24 PM
Barbara Todaro

I have Delta Dental through the office.... $53/month.... their best program.... they pay for almost everything....  

Jan 07, 2020 01:33 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Wayne Martin it is and that's why I'm so happy to have someone to explain all of this to me. 

I agree Donald Urschalitz We've had USAA forever even with all of our moves as well as the same CPA until we moved back to Texas. 

Jan 07, 2020 12:27 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Michael Jacobs over the years I've learned what my limitations are. 

Brian England I've seen it with people trying to save money by doing their own painting or my wonderful neighbor who did his own wallpaper. In the end, he called a professional and paid for it. 

Jan 07, 2020 12:53 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Candice A. Donofrio you really are blessed!!!!!  And, I cannot imagine trying to pierce your own ears!!!

Sheila Anderson I'm thankful that we have insurance!!

I agree Beth Atalay Some people have a hard time seeing the whole picture. 

Jan 07, 2020 01:13 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Roy Kelley we read of so many circumstances when customer service is lacking, it's refreshing to have such a wonderful experience. 

Grant Schneider I hope you do!!! They are licensed in many states so call her at any time. 

 

Jan 07, 2020 01:16 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

faye schubert I hope you do. Jane made it so easy for us. Give her a cll if you have questions. 

Jeffrey DiMuria 321.223.6253 Waves Realty It's a mixed blessing...you are now eligible for Medicare but that also means you're 65!  Call her!

Jan 07, 2020 01:18 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

That was smart George Souto It's so easy to have someone who knows what to do. 

Nina Hollander unless you really understand what you're doing, you're better off going to a professional. 

Jan 07, 2020 01:27 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Myrl Jeffcoat it was a lot easier when Larry and I worked for companies and insurance was taken care of. 

Anna Banana Kruchten Broker/Owner, CRB, CRS Glad that you have a professional you can count on. 

Jan 07, 2020 01:46 PM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

This is one thing I won't really have to worry about.  We'll just transition from primary to secondary with my husband's work insurance when we both get on medicare.... well you know if medicare still exists in another 10 years.

Jan 07, 2020 02:00 PM
Sharon Lee
Sharon Lee's Virtual Assistance - Jonesborough, TN
Retired and loving life

Kathy-While it will be nice to have insurance I don't look forward to the process of getting it. 

Jan 07, 2020 03:19 PM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Kathy, I have heard this is quite the challenge, and glad to hear you reached out for assistance.   

Jan 07, 2020 03:37 PM
James Dray
Fathom Realty - Bentonville, AR

Morning Kathy.

We have had ours in place for a few years now, it works great for us. However, there is next year.  Post this one again during the enrollment period, I'll give her a call  

Jan 08, 2020 12:26 AM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Ron and Alexandra Seigel hiring a pro gives you peace of mind. 

Tammy Lankford, you're lucky!!!!

Sharon Lee call Jane. A friend's mother waited to get supplemental insurance because she always has been healthy. When she decided to look into it, it was going to cost her a lot more. 

Jan 08, 2020 01:38 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Joan Cox it's only hard if you have to wade through it yourself. 

I will James Dray 

Jan 08, 2020 01:39 PM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

His salary is pretty much crap for the job, but the benefits have always been great (state of GA).  My dad is a retiree from there and it's definately a very good insurance and retirement benefit to get to keep the insurance. Lucky indeed.

Jan 08, 2020 03:44 PM
Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Real Estate Agents - Luxury - Divorce

WE too have a wonderful agent that we use for all our insurance and share her contact information with everyone we know...such a valuable asset to life !

Jan 09, 2020 03:25 AM