Our Process

We've Got You Covered

Learn more about how our products can help you.

Our 6-Step Process

We handle everything for you!
1

Explain Medicare
We take just a few minutes to clarify what Medicare is, so you can better understand your option. We clear up any misinformation and answer questions.

2

Discover Your Needs
In order to find the right plan, we ask you a few questions about your medical needs, doctor and hospital choices, budget, lifestyle, etc.

3
Research All Options
Using what we know about you, we look at over 50 different Medicare insurance plans from over 10 carrier to find a few choices for you to review.

4
Present Choices
Based on your answers, we present several choices and explain the features and benefits of each policy. You’re the final decision maker, selecting the perfect coverage for your situation.

5

Fill Out Required Paperwork
We travel with all required paperwork from every carrier we represent. We’ll handle filling out the application for you.

6
Submit to Selected Carriers
After the applications are completed, we will submit them to your selected carriers. We follow up to ensure receipt of the application by the carriers.

  • Retirement Income Planning

  • Social Security Planning

  • Medicare & Long Term Care Planning

  • Estate Planning & Legacy Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Lazarus Insurance Services, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

What Does Each Plan Cover?
View Medicare Plans

You have questions, and we have answers.

Right Here at
"Your One-Stop Medicare Shop."

402-620-4644

The Lazarus Insurance Services Three Step Process

Introductions

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Building Your Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

Proactive Management

As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.