Client Testimonials
Every client we work with has a story—and their experiences say more than we ever could. From finding the right plan to gaining peace of mind, our clients share how we’ve helped make Medicare choices clear, simple, and stress-free. Here’s what some of our clients say about working with Lori.
What The Clients Are Saying...
Jean
"As Clinical Director of Operations for an Ohio Health Partner, I have spent my career communicating with and educating clients, patients, and their families on their best interests for their health, rehabilitation, and financial safety when it comes to healthcare. I have recently become an ad hoc advisor for my 90-year-old mother, who has recently changed her Medicare plan. Lori has proven to be an asset in assisting my mother on her journey to switch plans to one that is more beneficial, allowing and promoting medical decisions by clinicians rather than algorithms, and has done so in an ethical and accountable manner.
Lori has recorded all conversations with my mother, spent time texting me and speaking with me (with my mother’s permission) to keep me updated, and facilitated communication with her client, the family, and the insurer. She has been transparent and accountable in all transactions, and her influence has been positive throughout the process."
Marianne
" Lori assisted me with my Medicare plan review and really took her time to explain the often confusing Medicare system, assisted me navigate my options and has provided support several years since I have enrolled. Lori always response promptly, answers my questions and resolves challenges I may have. In fact, I have referred three family members to her as I know and trust her Medicare capabilities. I would highly recommend Lori for her experience, credibility and her follow up support."
Bob
" Lori assisted me with reviewing Medicare options available. She answered all of my questions and provided guidance where I needed it. It is nice to have Lori as a “go to” for any follow up questions since enrolling. Having her as my Medicare Broker is much better than contacting an 800 number. If you are turning 65 and have Medicare questions, give Lori a call. "
Irene
"I recently moved back to Ohio and needed to update my Medicare plan. Lori was recommended to me, so I contacted her to schedule an appointments to discuss Medicare options and plans available to me. When we met, Lori provided several plan options that I qualified for, explained them in a way that easy to understand and then assisted me with the application. I’ve received my ID card and plan benefit information and am already enjoying the new benefits. My experience was pleasurable, and I would highly recommend Lori as it can be challenging to get the type of customer care she provides!"
