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"Medicare" Mary

YOUR GUIDE TO NAVIGATING THE COMPLEX WORLD OF MEDICARE SUPPLEMENTAL PLANS AND RETIREMENT PLANNING

About Me

My Story

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"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.

What We Offer

We offer completely free consultations to help you find the right plan for your unique lifestyle.

Medicare Supplement Plans

We have extensive experience with a Medicare Supplement Plans, Advantage Plans, and Prescription Drug Plans. We help you navigate the confusing world of Medicare with ease.

Hospital Indemnity

Hospital indemnity insurance is a type of supplemental, fixed-indemnity coverage that pays you a direct cash benefit if you are hospitalized for a covered injury or illness. We offer different plans to fit your situation.

More Plans

We also offer Life Insurance Plans, Dental Plans, and Travel Insurance plans for all your needs. Let us help you find the right plans for you!

Now Partnered With Willow Creek Wealth Management

Ask Us About Financial Planning!

Now partnered with financial advisor Michael Onkes from Willow Creek Wealth Management, an Independent Wealth Management firm that specializes serving the Financial needs of Retirees, Business owners, and High Net worth individuals.

Contact us to learn more!

FAQ

Why Choose Us?

With our extensive insurance experience we 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. Meeting with us is always free, so schedule an appointment today!

What Makes Us Unique?

We are committed to bringing clarity and peace of mind to each one of my clients. Through comprehensive planning, you can have complete confidence in your health/retirement plans.

What Plans Do You Offer?

We offer a comprehensive array of insurance products, including life, dental, hospital indemnity, Medicare Supplements, Advantage, Prescription Drug Plans, and 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

Please Select All Services You Are Interested In:

Have a question or need assistance? Feel free to reach out to us via phone, email, or by filling out the contact form below.

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