Medicare Advisory

Medicare Advisory

According to the Centers for Medicare and Medicaid Services (CMS), approximately 65 million people are enrolled in Medicare. We are here to help you understand your options.

Assistance and advice

IMA Private Wealth has in-house Medicare Advisory Specialists to assist you with Medicare supplements, stand-alone Prescription Drug Plans, Medicare Advantage Plans, as well as generic consulting on the Medicare enrollment process.

Personalized and customer-focused

Our Medicare Specialists utilize a 1:1 approach to ensure specific, individualized needs are met.

Knowledgeable

Annually certified and extensively trained on the various aspects of Medicare, our Specialists have years of experience supporting clients as they navigate the Medicare landscape.

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Sophisticated Solutions Without the Fuss

The IMA Private Wealth team is here for you. Our business is built on empathy and experience.