Free Dinner & Medicare Class
A complimentary dinner and everything you need to know about Medicare — no more than 25 guests, and five minutes one‑on‑one with an advisor before you leave.
See the ClassMedicare, done the right way
Most agents chase enrollments. We build relationships.
We are a local family who will sit down with you, face to face, look at your doctors and your prescriptions, and show you every option — the good, the bad and the ugly. We never charge a fee.
Medicare Planning of Dayton
55+ years
- Of combined Medicare planning experience.
- CMS certified, renewed every single year.
We never charge a fee
- Not for the first appointment, not for the tenth.
- You get lifetime support at no cost.
- For as long as you’re with us.
Start here
What’s your Medicare situation?
Every situation is different. Find the one that sounds like yours — we’ll show you exactly what you need to know.
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The clock is already ticking. Medicare won’t wait for you.
You’re turning 65 — and the clock is already ticking. Medicare won’t wait for you to figure it out.
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Don’t wait until your last day at work to start planning.
You’re leaving your work coverage — don’t wait until your last day to start planning. By then it’s almost too late.
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Staying on work coverage after 65 is often a costly mistake.
Most people who stay on work coverage after 65 are making a big mistake. There are usually much better options.
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Losing or gaining Medicaid changes everything about your Medicare.
You’re losing or gaining Medicaid — and that changes everything about your Medicare. Don’t get caught off guard.
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FEHB premiums keep going up. You may have better, cheaper options.
Your FEHB premiums keep going up — and more federal employees are finding out they have better, cheaper options. Are you overpaying?
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Teachers and school staff have options nobody has told you about.
You’re a state teacher or school employee — and you have options nobody’s told you about. It’s time to look.
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You could be saving thousands a year on your Part B premium.
You’ve got TRICARE — great coverage. But you could be saving thousands a year on your Part B premium and not even know it.
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Get money back on your Part B premium and keep your VA care.
If you use the VA, you could get money back on your Part B premium every month — and still keep your VA care. Most veterans have no idea.
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Retiring from OPERS? Know where you stand before you decide.
You’re retiring from OPERS — and Medicare just got complicated. Don’t make a decision until you know where you stand.
Learn more →
Tap a picture to read about it.
How we work
We do Medicare the right way
We are your local Medicare Planning Resource Center. We look at your doctors, your medications, your travel habits and your situation — then we figure out the right course of action for you.
- We are local
- We sit down face to face
- We never charge a fee
- We can help you with any company
- Lifetime support when questions come up
- Open five days a week
The question everybody asks
If it’s free, how do you get paid?
Our clients have never paid us a dime, and they never will, for helping them plan their Medicare.
The insurance companies pay us to feed our family. The best part about our job is that Medicare says every company has to pay us exactly the same amount. So we are not worried about which company you end up with. We use the right company for you, based on your doctors, your drugs, your travel habits, your budget and a few other questions.
Medicare is a puzzle, and your puzzle is different from everybody else’s.
Do you carry my plan? We carry almost every plan in the Miami Valley. We have been doing this for 22 years, we compare all the companies, and we know which ones are good and which ones are not.
Our Medicare Planning Resource Center — 7030 Poe Avenue, Dayton. Free parking right in front.
Lifetime support
We are here for you for the rest of your life
Most agents disappear the day you sign. We do not. Your plan gets reviewed every year, and when questions come up, we are only a phone call away. You call us, and you get the same people who sat down with you the first day.
- We teach you Medicare — the good, the bad and the ugly, with nothing to sell you.
- We show you your options and look at your own situation, not somebody else’s.
- We find the plan that fits your doctors, your drugs and your budget.
- We stay with you for life — every year, for as long as you are on Medicare.
Who you’ll sit with
Certified Medicare Planning Advisors
Our advisors have over 55 years of combined Medicare planning experience. They are certified by CMS every year and stay on top of every change, so you don’t have to.
(937) 504-9999
Two ways to start
Come see us, or come to dinner
Sit down with us
Bring your doctors and your prescription list. We’ll go through every option that fits your situation, at our office on Poe Avenue. There is never a fee.
Book Your Medicare AppointmentWhat our clients say
From people we have sat down with
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★★★★★
Brenda B. · Vandalia · worked with Chris“A warm, comfortable, friendly, professional, knowledgeable, and thorough experience. No better place to get expert advice and assistance in order to make necessary Medicare decisions.”
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★★★★★
Debra H. · Tipp City · worked with Jody“She showed me all the options available and made sure I fully understood everything. She’s so knowledgeable, friendly, and very comfortable to meet and work with.”
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★★★★★
Denise Z. · worked with Tanner“Tanner is awesome! He treats you like a friend not a client. He is very thorough, and explains everything simply so you can understand it.”
In the community
Learn more
Keep reading before you decide
- Medicare the Right WayThe wrong way and the right way, side by side.
- What Nobody Tells YouFourteen questions we answer every single day.
- VideosTV segments with Chris and Jody, and our class video.
- Medicare SituationsNine situations we see every week. Find yours.
- Meet the FamilyThe people who will actually pick up the phone.
- Contact & DirectionsHours, parking and how to find us from I‑75.
Ready when you are
Let’s figure out your Medicare together
Schedule a sit-down at our Poe Avenue office. We never charge a fee, and we’ll take as long as you need.
(937) 504-9999