My husband and I met Mary just as we were getting ready to go on Medicare. She understood our needs both medical and financial. We decided to go different routes – I have a supplement and my husband has a Medicare Advantage Plan (and hospital indemnity insurance). It is working out well especially as our health has changed over the last few years.

I attended one of Mary’s ‘library meetings’. She taught me the differences that would affect my decision on whether to purchase an advantage plan or a supplement as well as when each makes sense.

My husband and I have a special circumstance because he provides our health insurance but is retiring and going on Medicare when I am not yet eligible. We were able to make a good decision based on math, not emotion and now both of us have the coverage we need.

I am self-employed providing health insurance for me and my wife. As we were turning 65, the person I was working with only gave me one option for Medicare. Mary explained the differences, taking into account my health concerns going forward, and together we determined the correct plans for us.