Trusted Advisors for Seniors

Find the Medicare plan or supplemental insurance that will keep you safe and going strong.

Be Confident in Your Medicare Plan

Ensure Your Doctors and Prescriptions are Covered

Never Miss Out on Included Benefits

Master the Medicare Madness

The world of health care is complex, confusing, and even inaccessible for those new to the process. The risk is large, leaving you or your loved ones vulnerable if you don’t get the right plan.

We believe everyone deserves to leave the chaos of health insurance selection behind. That’s why, for 15 years, we’ve worked alongside our clients, balancing their health needs with their budgets to find plans that really deliver.

It’s Your Turn to Sit Back and Relax

You’ve earned this. Let us help you navigate the best Medicare options for you.

Let Go of the Stress

Navigating medicare is challenging at best. We’ll help you find the plan that gives you the care you need, without all the options you don’t.

Don’t Break the Bank

Even Medicare plans can be pricey, especially if you have regular medications. We’ll help you balance your health needs with your budget so you feel secure.

Live Life to the Fullest

Too many people miss out on valuable care because they don’t know what their plan offers. We’ll make sure you understand your plan so you can live abundantly.

Real Reviews, Real Results.

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Bill A profile picture
Bill A
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Tate is extremely helpful and not just trying to make a sale, he is genuinely trying to help people get the best plan for their needs. It’s hard to find a broker that actually cares about their clients, but vertex health is the place to go for coverage!
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Brandy P profile picture
Brandy P
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I cannot recommend AdriAnn enough! In October or so late year, I reached out to a different Medicare specialist that was recommended to me by a couple friends to help my mom and I navigate getting her RX drug coverage she desperately needed to cover insulin she needs for diabetes. I am very new to taking care of these things and my mom is very quiet and hard to get decisions out of, so I knew it would be a challenge, but this person assured us she could help, and then communication slowed and she finally ghosted us. By the time she quit communicating completely, we were out of open enrollment, and it felt hopeless. I am truly grateful for BNI and the connections there that brought me to AdriAnn. She listened to me cry about my situation, told me she would do everything she could to help us, and got to work. When the first option did not work, she did not give up and came back with another. I am proud, grateful and so happy to say my mom now has the prescription coverage she needs to be able to afford her medicine and pay her bills. Through all of it, AdriAnn was patient, kind, responsive and prompt. I am truly grateful to her and I would absolutely, emphatically recommend her to anyone looking to navigate the crazy and confusing world of Medicare.
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Matteo A profile picture
Matteo A
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Iv met with Tate many times and I have always learned something new about health insurance. Not only is he extremely knowledgeable in his field but he truly cares and is very honest, which is exactly what you need in a health insurance broker. Highly recommend Tate!
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Jeremy H profile picture
Jeremy H
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Tate is outstanding! You will get the best deal and best value! For those affected by government actions or inactions, you’re going to want to talk to Tate. He’ll explain everything simply and get you the best coverage!
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Reaching R profile picture
Reaching R
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Tate is the best in the business. He knows his stuff and is a straight-talker. You want Tate as your health insurance advisor and broker.
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Ken S profile picture
Ken S
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What I love about working with Tate is the varying range of options and choices he was able to provide.
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Jasmine L profile picture
Jasmine L
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Tate Stephens is so knowledgeable and can truly find you great health insurance that meets your budget, and actually covers your needs. Highly recommend.
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Alan P profile picture
Alan P
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Tate has done a fantastic job of finding a great policy for my family. His communication is outstanding and is a true pleasure to work with
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Ariel C profile picture
Ariel C
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Tate is caring and takes time to pick the best plan for you!
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Brittany T profile picture
Brittany T
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Tate is incredible to work with. He is not only a great resource for all things insurance but truly cares about getting his people the best coverage possible. I can’t recommend him enough!

Never Worry About Healthcare Again

Now’s the time to choose a plan that will serve you well for the rest of your life.

Move Through the Process with Ease

Even though it should be simple to enroll in Medicare, often there are important deadlines, special rules for unique situations, and other variables that can make it tricky. With many years of experience, we know how to move you through the process with ease.

Protect Yourself from the Wrong Decisions

No one likes to make important decisions without background information or special insight. We know what to look for and learn what you want so we can match your needs to the best possible Medicare plan.

Stay with the Providers you Like

It makes no sense for you to be forced to leave the providers you’ve trusted for decades. That’s why we work hard to match you with a plan that lets you stick with the ones you trust.

Confused? We’ve got this.

Our top priority is helping you understand what your choices are so you feel confident, cared for, and safe.

Here are answers to a few common questions we hear often:

When am I eligible for Medicare?

To qualify for Medicare:

  • You must be 65 or older
  • You must be a permanent U.S. resident or citizen
  • If you are younger than 65, you may qualify if you have certain disabilities
Does Medicare cover prescriptions?

Anyone who is entitled to Medicare Part A or enrolled in Part B is eligible for a prescription drug plan (Part D).

It’s important to note:

  • There may be a penalty if you delay enrolling in Part D when you are first eligible unless you have equal or better coverage from another source.
When can I enroll?

You can enroll in an Original Medicare or Medicare Advantage plan during a 7-month period revolving around your 65th birthday:

  • The three months before your birth month
  • Your birth month
  • The three months after your birth month

It’s important to note:

  • Medicare Supplement’s open enrollment period is different than Medicare Advantage’s Initial enrollment period
  • If you miss your initial enrollment period, you can usually enroll from January 1 to March 31 each year.
  • Typically you may change or add plans from October 15 through December 7 each year.
How do I enroll?

You can find information to enroll online at Medicare’s website: https://www.medicare.gov/

It’s important to note:

  • Enrolling can be complicated. Our trustworthy advisors can help you move through the process from start to finish.

Have other questions?

We’re here to help.

When you work with our advisors we’ll get to know you and your needs so you can get the coverage you need, without frustration or confusion.

Ready to Help

You deserve a plan that works as hard as you have. Let us navigate the Medicare world so you can move into this next life stage with peace and confidence in your healthcare coverage.