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services
Our Services
MEDICARE
MEDICARE
Strategic Planning That Gives You The Step By Step Process To Get Clarity and Confidence In Your Medicare Health Plan ...
Most people leave their health coverage in the hands of a salesperson, a friend, or an internet search.
Your unique situation, unlike any other person or website can relate to, requires careful planning and implementation so you have the care you need when you need it.
Your strategic plan can be developed simply and quickly with the right planning and processes in place.
The Perfect Medicare Strategy" will show you how to develop and implement the perfect coverage strategy for you and your family's situation. We don't sell insurance, we give expert advice.
Featured Guide:
Strategic Process:
- Comprehensive Options Review
- Medicare Options Analysis
- Cost/Benefit Comparison
- Election / Enrollment
- Usage and Maintenance
HEALTH INSURANCE
HEALTH INSURANCE
Strategic Planning That Get's You The Right Coverage And Saves You Thousands...
Most people who aren't confident in their health coverage policy have a strategy problem.
A coverage strategy is the process you go through to understand, analyze, and enroll in the right plan for you and your family. Everyone has a strategy (whether you realize it or not)...and yours is either enhancing your care and savings, or costing you quality care and money.
During our free Strategy Session you will come away with the perfect coverage strategy for you and your family's situation. We don't sell insurance, we give expert advice.
Strategic Process:
- Plan Options Review
- Cost Reduction Strategies
- Network Coordination
- Selection and Enrollment
A Partnership You Can Trust
We believe the best outcomes happen when trusted professionals collaborate. Many of our clients come to us through Agents, Benefits Brokers, Financial Advisors, CPAs, HR Professionals, and other respected community leaders who share our commitment to honest advice and exceptional service.
When you refer a client to Alliance Insurance & Consulting, you can be confident they will receive strategic guidance, compassionate care, and the same level of professionalism you provide in your own practice.
Strategic Planning That Gives You The Step By Step Process To Get Clarity and Confidence In Your Medicare Health Plan ...
Most people leave their health coverage in the hands of a salesperson, a friend, or an internet search.
Your unique situation, unlike any other person or website can relate to, requires careful planning and implementation so you have the care you need when you need it.
Your strategic plan can be developed simply and quickly with the right planning and processes in place.
"The Perfect Medicare Strategy" will show you how to develop and implement the perfect coverage strategy for you and your family's situation. We don't sell insurance, we give expert advice.
Our Partners
We regularly collaborate with professionals who serve individuals, families, and businesses, including:
Strategic Planning That Gives You The Step By Step Process To Get Clarity and Confidence In Your Medicare Health Plan ...
Most people leave their health coverage in the hands of a salesperson, a friend, or an internet search.
Your unique situation, unlike any other person or website can relate to, requires careful planning and implementation so you have the care you need when you need it.
Your strategic plan can be developed simply and quickly with the right planning and processes in place.
"The Perfect Medicare Strategy" will show you how to develop and implement the perfect coverage strategy for you and your family's situation. We don't sell insurance, we give expert advice.
Individuals & Families
Strategic Health Insurance Planning That Is Tailored To Your Specific Situation.
Everyday, hundreds of people enroll in new health insurance plans, only to regret their choice when they need their coverage the most. This is the result of lack of information, process, and planning.
Guessing when you buy health insurance is not a strategy. You need to strategically plan, both medically, and financially.
Our Free Strategy Session gives you the exact process you need to take to develop and implement the right health coverage strategy.
SEparating Employees
A Step By Step Process That You Need To Take Now, To Secure Your Immediate Health Care Future.
Leaving your job?... We'll walk you through COBRA, private, and alternative coverage options so that you get the very best coverage for you and your family... AT THE LOWEST POSSIBLE PRICE!!
This is no time to leave you health care in the hands of a salesperson, or an internet search, or even your HR Specialist.
Our Free Strategy Session gives you the exact steps you need to take to develop and implement the right health coverage strategy.
Medicare Eligible Employees
Strategic Health Insurance Planning That Takes The Guesswork Out Of Your Health Coverage Decisions.
Everyday, tens of thousands of employees become eligible for Medicare, and just about all of them don't know what to do about Medicare because they have coverage with their employer.
You need plan that provides you with the coverage you need at the lowest net cost. Don't leave it up to a salesperson or an internet search. You need expert advice.
Our Free Strategy Session gives you the exact steps you need to take to determine the right coverage path for your future.
Self-Employed / Small Business Owners
As a business owner, you have many options on the table.
Whether you're a one-man shop or you have a few employees, you have unique opportunities with your health coverage.
Ready to get your health coverage figured out and out of the way? Want to talk to someone that will give you advice... not a sales pitch? We'll work with you step by step to help you understand, develop, and implement a coverage strategy that is perfect for the situation that you are in right now.
Our Free Strategy Session gives you the exact process you need to take to develop and implement the right health coverage strategy.
Our Consulting Services
Our Consulting sessions are relaxed, no-pressure conversations designed to answer questions, explain coverage options, and simplify the process. We’ll help your clients understand their next steps so they can move forward with clarity and confidence.
Strategic Planning That Gives You The Step By Step Process To Get Clarity and Confidence In Your Medicare Health Plan ...
Most people leave their health coverage in the hands of a salesperson, a friend, or an internet search.
Your unique situation, unlike any other person or website can relate to, requires careful planning and implementation so you have the care you need when you need it.
Your strategic plan can be developed simply and quickly with the right planning and processes in place.
"The Perfect Medicare Strategy" will show you how to develop and implement the perfect coverage strategy for you and your family's situation. We don't sell insurance, we give expert advice.
Medicare
- FREE Q&A Call: Our free Medicare Q&A call is a no-pressure opportunity to get your questions answered and gain a clear understanding of how Medicare works. We’ll explain the different parts of Medicare, review important enrollment timelines, and help you understand the next steps based on your situation.
- MEDICARE STRATEGY SESSION: Our 1-on-1Strategy Session provides a comprehensive, personalized roadmap for your Medicare planning process. You’ll receive a hard copy of our Strategy Session Guide, a Medicare Checklist, personalized price estimates, and a customized process outline tailored specifically to your situation—giving you clear direction and confidence in your next steps.
- MEDICARE CONSULTING: Our Personalized Medicare Consulting Service provides a comprehensive, customized approach to navigating Medicare and retirement healthcare decisions. The process includes a strategy session, an in-depth discovery consultation focused on your personal situation, detailed research and analysis of all available Medicare and employer coverage options, and personalized professional recommendations with clear implementation guidance to help you make confident, informed decisions.
- FIDUCIARY MEDICARE ADVISORY: Our Fiduciary Medicare Advisory Service provides a complete, hands-on approach to Medicare planning and long-term healthcare management. This service includes our Strategy Session and Personalized Medicare Consulting process, along with comprehensive research, analysis, and professional recommendations tailored to your unique situation. We also provide full “done-for-you” enrollment and documentation services, a New-to-Medicare orientation and account setup meeting, and ongoing oversight, maintenance, and annual review support to ensure your coverage continues to align with your healthcare needs and financial goals over time.
Individual Health Insurance
- FREE Q&A Call: Our free Health Insurance Q&A Call is a relaxed, no-obligation conversation designed to help you better understand your health coverage options. We’ll answer your questions, explain the different types of plans available, review key enrollment deadlines, and help you identify the next steps based on your unique situation.
- HEALTH INSURANCE STRATEGY SESSION: Our Health Insurance Strategy Session is a personalized consultation designed to help you understand your coverage options and build a clear plan forward. We’ll review your coverage eligibility, provide estimated tax credits, compare pricing and benefits, evaluate carrier and provider network options, and outline the next steps based on your specific situation.
- HEALTH INSURANCE CONSULTING: Our Health Insurance Consulting service includes everything provided in our Strategy Session, along with a deeper level of personalized research and analysis. We evaluate your doctors, prescriptions, carrier and plan options, potential cost reductions, and estimated tax credits to identify the best overall coverage strategy. You’ll receive professional plan recommendations, detailed comparisons, and clear enrollment instructions designed to help you move forward confidently with the coverage that best fits your healthcare needs and financial goals.
- FIDUCIARY HEALTH INSURANCE ADVISORY: Our Fiduciary Health Insurance Advisory service includes everything provided in our Health Insurance Consulting process, along with comprehensive, ongoing support designed to fully manage your coverage experience. This includes enrollment assistance, required documentation support, provider coordination and maintenance, and continued guidance throughout the year. We also provide ongoing service, annual renewal reviews, and proactive coverage evaluations to help ensure your health insurance continues to align with your healthcare needs, provider preferences, and financial goals over time.
Medicare Q&A Call
Get the foundational information and answers you need to understand your options and determine the right time and place to begin. Whether you’ve been doing your own research, speaking with friends and family, or attending educational seminars, we’re here to help bring clarity to the process and guide you in the right direction.
STRATEGY SESSION
We’ll take a deep dive into your specific situation and provide clear, actionable steps to help you build your ideal Medicare strategy. This includes a full review of your healthcare options including Original Medicare, Medigap, Part D coverage, and Advantage plans. You’ll leave with a customized, easy-to-follow blueprint designed to help you confidently move forward and put your plan into action.
Why Partner With Us
We understand that your reputation is on the line when you make a referral. That’s why we prioritize transparency, communication, and technical excellence.
There is no one-size-fits-all approach to health coverage. We help your clients evaluate the different categories of coverage—including Medicare, Medicaid, Marketplace plans, Family Group insurance, and alternative health plan options—to determine which solutions best fit their healthcare needs and financial goals.
Relationship
We’re not transactional. Our advisors build lifelong relationships with clients and the professionals who serve them. When a client is referred to our office, we treat that introduction with the care and respect it deserves.
Deep Focus
For more than two decades, our firm has focused exclusively on Medicare, Medicaid, Health Insurance, and all the red tape that goes with it. That depth of experience allows us to deliver highly specialized strategies for families and business owners.
National Reach
With experience across the country, our team supports clients with complex, multi-state needs while maintaining the personalized attention of a boutique firm. There's not a problem too difficult for us to handle. We thrive on complex situations.
Client Experience
Our team strives to create a thoughtful and welcoming environment where clients feel confident that their needs are being placed first. We focus on delivering a level of personal attention that reflects the standard of care we believe every client deserves.
Medicare Q&A Call
Get the foundational information and answers you need to understand your options and determine the right time and place to begin. Whether you’ve been doing your own research, speaking with friends and family, or attending educational seminars, we’re here to help bring clarity to the process and guide you in the right direction.
STRATEGY SESSION
We’ll take a deep dive into your specific situation and provide clear, actionable steps to help you build your ideal Medicare strategy. This includes a full review of your healthcare options including Original Medicare, Medigap, Part D coverage, and Advantage plans. You’ll leave with a customized, easy-to-follow blueprint designed to help you confidently move forward and put your plan into action.
Schedule A Call
Contact Us
Mailing Address
2401 S Bryant, Suite 100
Edmond, OK 73013
Phone
(405) 286-0882
Email
contact@aicstrategy.com
Map
FREE RESOURCES
- Inpatient care in a hospitall: Medicare Part A (Hospital Insurance) covers inpatient hospital care if you meet both of these conditions:
- Skilled nursing facility care: Medicare Part A (Hospital Insurance) covers skilled nursing facility care for a limited time (on a short-term basis) if you meet all of these conditions
- Nursing home care: (inpatient care in a skilled nursing facility that’s not custodial or long-term care): Medicare doesn't cover custodial care, if it's the only care you need. Most nursing home care is custodial care, which helps you with activities of daily living (like bathing, dressing, using the bathroom, and eating) or personal needs that could be done safely and reasonably without professional skills or training.
- Hospice care: You qualify for hospice care if you have Medicare Part A (Hospital Insurance) and meet all of these conditions: 1) Your hospice doctor and your regular doctor (if you have one) certify that you’re terminally ill (with a life expectancy of 6 months or less). 2) You accept comfort care (palliative care) instead of care to cure your illness. 3) You sign a statement choosing hospice care instead of other Medicare-covered treatments for your terminal illness and related conditions.
Medicare Part B (Doctors)
- Medically Necessary Services: Services or supplies that are needed to diagnose or treat your medical condition and that meet accepted standards of medical practice.
- Preventive Services: Health care to prevent illness (like the flu) or detect it at an early stage, when treatment is most likely to work best.
- Clinical research
- Ambulance services
- Durable medical equipment (DME)
- Mental health
- Inpatient
- Outpatient
- Partial hospitalization
- Intensive outpatient program services (starting January 1, 2024)
- Limited outpatient prescription drugs
FREE REPORT
2024 MEDICARE COSTS
This fact sheet provides the premiums and deductibles for Medicare Part A (Hospital Insurance) and Medicare Part B (Medical Insurance). It also includes information about the income-related monthly adjustment amounts for Medicare Part D (prescription drug coverage) and for Part B.
FREE REPORT
CHOOSING DRUG COVERAGE
Once you become eligible for Medicare, even if you don’t use a lot of prescription drugs, you may want to consider getting Medicare drug coverage to help lower your drug costs and avoid a late enrollment penalty. You can join or switch drug plans between October 15–December 7 each year, with your coverage beginning January 1 of the following year.
FREE REPORT
CHOOSING A MEDIGAP POLICY
Original Medicare pays for many, but not all, health
care services and supplies. Medicare Supplement
Insurance (Medigap) is extra insurance you can
buy from a private health insurance company
to help pay your share of out-of-pocket costs in
Original Medicare, like copayments, coinsurance,
and deductibles.
GUIDES
FEATURED GUIDE
PERFECT MEDICARE STRATEGY
Develop your Medicare strategy with the exact steps, processes, plans, and efficiency that we use with our private clients.
CONSULTING
CONSULTING AND ADVISORY
CONSLTING CALL
Get professional advice to help you create and implement your perfect Medicare Strategy… in a simple phone call!
FREE STRATEGY SESSION
Let us help you develop your Medicare strategy with the exact steps, processes, plans, and efficiency that we use with our private clients.
Next Step:
Schedule Your Free Coverage Strategy Session...
Let's cut to the chase and get your Coverage Strategy developed now... let's work together and get it done in less than an hour! All you need is a guide... we're here to guide you for free!
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