SIMPLIFIED MEDICARE

Choose Us for all your Medicare insurance needs!


We have chosen to offer all major Medicare options, rather than selling exclusively for one company. After you enroll, we will continue to be your advocate with your insurance company when you need us.

We will help you evaluate and understand all your options and find a solution that meets your needs

– at no cost to you.


Helping Residents of Texas, Arizona, North Carolina, South Dakota, Oregon, Georgia, Illinois, Ohio, Florida, Tennessee, New Mexico, Wisconsin, Colorado, New Jersey, Iowa and Michigan.

Our service is FREE!

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Medicare Basics

Medicare is a federal health insurance program primarily designed for individuals aged 65 and older, although it also covers some younger individuals with disabilities or specific medical conditions. Established in 1965, Medicare provides coverage for a wide range of medical services, including hospital stays, doctor visits, prescription drugs, and preventive care.

Medicare Advantage (Medicare Part C)

Medicare Part C, also known as Medicare Advantage, is an alternative way for people to receive their Medicare benefits. Instead of receiving Original Medicare (Parts A and B) directly from the government, Medicare Part C allows individuals to get their Medicare benefits through private insurance companies approved by Medicare.

Medicare Part D (Prescription Drug Coverage)

Medicare Part D is a prescription drug coverage program offered by private insurance companies approved by Medicare. It helps cover the cost of prescription drugs, providing beneficiaries with access to necessary medications at affordable prices.

Watch our

Medicare 101

Free Training

DO YOU WANT HELP FROM ONE OF THE TOP MEDICARE AGENT & RETIREMENT EXPERTS IN THE COUNTRY?

Meet Megan & Joe

Hey folks! We’re Joe and Megan, your partners in all things Medicare.


Megan’s been a compassionate nurse for over a decade, and Joe’s the brains behind Estate Planning, long-term care and real estate investments. Together, we’re not just living life – we’re here to help you navigate the intricate world of Medicare. Whether it’s decoding healthcare complexities or sharing our family adventures, we’re in this journey with you. Our passion is helping others so let us take the stress out of finding the right health plan so you can savor a well-deserved retirement. Join us as we lend a hand in making Medicare a breeze for everyone!

Megan Neri / Agent, License#

MeganNeri@upplanningedge.co

Schedule a free Medicare 101 call with Megan today!

 MeganNeri@UpPlanningEdge.co

(623) 303-7535