PDX Health Agent
Medicare, Dental, & Travel Insurance
  • Certified to help you with Medicare in 2024.

    Medicare Advantage Annual Notice of Change Letters have been sent out in late September, 2023. Most of the time you can stay on the same MAPD plan; or better yet, let me help you find something better that would work just as well.
  • Scope of Appointment

    For 2024 Medicare marketing season and onwards, CMS requires beneficiaries to wait 48 Hours between giving a documented permission to having a conversation with a licensed agent and actually starting the Medicare Advantage or Prescription Drug Plan presentation conversation. 

Get some extra life insurance.

Make your decision to invest in yourself that much easier. I will create an actionable retirement proposal with Life coverage or just an Annuity or both. Insurance contracts guarantee a payout for when you outlive your financial resources. Lets take a look at what exciting offers are available to you. 

Prepare for Medicare in your life.

We all will be eligable for Medicare in our lifetimes. I have several viable insurance carriers willing to cover some or all of the risk that Medicare will not. And the benefits are great!

Stand-alone Dental plans for Oregon and Washington residents are available here.

Retire as an Annuitant.

Old 401k somewhere? 

Find out if your old employer had a 401k in your name? Or the money is in a 403B, bank cd's, or in stocks...? I can insure through an Annuity the money you can not afford to lose. Its an insurance on your Savings.

Annuitants recieve monthly deposits for life.

Every month upon maturity of the purchased Annuity, an Annuitant recieves a monthly deposit. Deposit is guaranteed for a period of time or for a lifetime. Spouse can continue to recieve Annuity payments, it is a survivorship benefit that is avilable.

Annuity solution that work for you

Think riders to the policy you might want. Survivorship, Long Term Care, Critical need withdrawal for an emergency. There are also Bonus increases on initial principal balance of Annuity. There are also Annuities with Market Index participation to help generate more growth of principal balance. Annuities are able to guarantee no loss of accumulated principal from which deposits will be made to you at maturity.

International Medical Travel Coverage

Covers you while abroad

Hopefully nothing happens and your trip is a success. You will have fun while abroad. Medical Travel Coverage will insure your trips' success.

Protects against financial catastrophe

Its a lot easier to come up with a few thousand dollars in a catstrophic situation than with several hundred thousand. Just because you may be visiting a not-so-well-off country compared to the US, it does not mean medical bills even there would not reach obscene levels. Get some coverage for these situations here.

Peace of mind for those who know you.

Time spent filing a claim, usually with a telephone call and an email to the carrier, is so much easier than having to come up  with the demanded sum while abroad. Call me, your Agent, if you do not know where to start and I will help you.

Building a brighter retirement—today

Medicare Advantage and Medicare Supplement Insurance

Medicare Advantage plans are for those with a Red White and Blue Medicare Card. You can have Medicare Card at age 65 or by being disabled for a period of 24 months. Medicare Advantage plans are Medicare contracted plans. Reach out to me directly for more information. (Medicare 48-Hr Rule applies on permission to speak with you.)


Medicare Supplements are also for those on Medicare and are not the same thing as Medicare Advantage plans. Medicare Supps can be used with any provider that accepts Medicare. Reach out to me directly for more information.

Annuity - a lifetime of income.

Annuities are an insurance on your savings, the money you can not afford to loose. Think of what you can not afford to loose from your accumulated financial resources, and that is what I will help you insure. When you decide what I have shown you looks good, the money you put into an Annuity is sent by you directly to the Annuity Carrier - "Annuity Company - FBO (For Benefit Of) YOUR NAME."

Life Insurance

Everyone has life insurance until they discover there was not enough. Some people have said their CU has it for free. Others said they got a one million in coverage, only to find out it will term. Others think what they have is the "Best Thing since Sliced Bread" that acts like a savings account too. Keep what you have! There is ONLY this lifetime to add enough coverage. I got top-rated industry carriers offering certificates of coverage. Contact me for more details.

Group Employee Benefits

I got access to virtually every carrier that will accept your group and your employees. I would need to know what you have now and so on... But what you get is an incredible platform where you and your employees get to manage who what and where get their benefits, so no one is ever confused where the coverage is or who is on it. Benefits I am able to offer you, compared to what you are used to, are fantastic or the same! I will work very hard to get you the lowest rate possible for these benefits. You will also get compliance documents for offering insurance, meeting ACA requirements, and other pertinent reporting. 

Medicare plans

Med Supps, MAPD, MA, MAPD-SNP...

Life Insurance

Life legacy for your family or business succession, whichever reasons drive you I will be there to help you make right on those choices.

Annuity contracts

Riders of all sorts are available including Long Term Care, survivorship, critical illness, emergency withdrawal...

Group Employee Benefits

It just takes 5 minute conversation to see if I can help.

What we do

Present coverage proposals to individuals and businesses with fantastic benefits!