About Me
My Story
"After my dad was diagnosed with cancer, I went home and asked my Mom," 'How are you guys paying for all of this?' Which included chemo, radiation and multiple surgeries. "Our agent who specializes in Medicare set us all up from the very beginning." Since that was over five years previous, his medical bills had to be almost half a million dollars at that point. Then Mom said that they had only paid a couple hundred dollars a year in deductibles. I remember thinking, "That is what I want to do! I can do this!"
May 2018 "Medicare" Mary Bundy was born. I started out as a single broker just focusing on supplementalsWithin our organization we specializes in Medicare Supplemental, Advantage and Prescription Drug plans. Now offering Hospital Indemnity and Dental insurance while partnering with Michael Onkes of Willow Creek Wealth Management to offer all retirement planning services for our clients.
It didn't take long for me to realize I can only help so many people in a day. So to help as many people as we can we are adding agents to our organization as fast as we can bring them on. If your focus is to serve as many people as you can while achieving financial freedom in the process, give us a call! I am not only passionate about educating Medicare beneficiaries but training agents on how to best serve their client base.
In our spare time you'll find my husband and I on the rodeo trail with our always happy corgi, Cheddar.
We are licensed Brokers in Arizona, Colorado, Idaho, Michigan, Nebraska, Nevada, Ohio, Oregon, South Carolina, Utah, Virginia, and Wyoming. Adding states as the need arises.
Services
Medicare
Including Medicare Advantage, Medicare Supplement, and Prescription Drug.
Supplemental "Gap" Insurance Plans
Including Life, Dental, Hospital Indemnity, and Travel Health Insurance Plans.
Retirement Planning through Willow Creek Wealth Management
With over 15 years of experience, Michael Onkes @ Willow Creek Wealth Management is here to assist you will all your early retirement needs through comprehensive financial planning.
FAQ
Why Choose Us?
With my extensive insurance experience I will walk with you through each step of your personalized plan, leaving you with peace of mind as you enter this new stage of life.
How to Get Started?
Simply contact us below to receive more information. If you are a new client, you are eligible for a free initial consultation.
What Makes Us Unique?
I am committed to bringing clarity and peace of mind to each one of my clients. Through comprehensive planning, you can have complete confidence in your retirement plans.
What Plans Do You Offer?
We offer a comprehensive array of insurance products, including life, dental, hospital indemnity, Medicare part A & B, and comprehensive retirement planning through Willow Creek Management.
How to Change My Policy?
If you need to make changes to your policy or have any questions, we are here to assist you. Simply reach out to us, and we will help you with any updates or modifications.
Can I Review Coverage Regularly?
Yes, we encourage our clients to review their coverage regularly to ensure it aligns with their current needs and goals. Our team is available to help you make any necessary adjustments.
Contact Us
Get in Touch
Have a question or need assistance? Feel free to reach out to us via phone, email, or by filling out the contact form below.
