Choosing a Medicare plan when reaching age 65 can be both daunting and confusing, not to mention the amount of mail received from various companies offering plans with pages of information with limited explanations on what is best for you. I contacted Wallace Insurance Solutions to discuss what would be best for me both financially and most importantly, what my Medicare insurance coverage would be. Wallace Insurance Solutions are extremely knowledgeable and were very helpful in helping me sift through all the information helping me choose the right plans for me. I would strongly recommend contacting them for your Medicare needs. Let them work with and for you.
David and Paula Wallace provide excellent service for those seeking Medicare Supplement Insurance and a Medicare drug plan. They are professional and have excellent knowledge of the supplement process. They respond quickly and accurately to your questions and your needs. I have referred several people to them and I would recommend them to anyone without any hesitation or concern. They are the best in the business in my opinion.
Dave & Paula provide a very helpful and valuable service. The information they present regarding all the available plans make it easier to compare and select the one most appropriate for the needs of the individual. They are readily available and happy to provide prompt answers to any questions that might arise.
I recently turned 65 and found myself preparing to navigate the seemingly millions of Medicare supplement and advantage plans. My TV was deluged with commercials telling me why their plans were the best. Luckily I found David and Paula Wallace of Wallace Insurance solutions. They didn't take a cookie cutter approach. They went over all of my preferences and recommended a plan that was perfect for me. Their experience gave me the peace of mind I was looking for. The best thing is that they didn't disappear in December. They are always available to answer my questions.
May I express my appreciation and complete confidence in Wallace Insurance solutions. We contacted David and Paula Wallace and they asked a few questions about what we wanted to accomplish and a list of our medications. David gave us a plan that not only exceeded our goals but saved us money with the plan they suggested. Since then David and Paula check with us, every year, to see if we were satisfied with what we had or if we wanted to change anything. They are always friendly, professional and willing to answer any questions. Thank you for you assistance in the past and you may consider us a client for life.
Thank you To my wonderful insurance family! Every year without fail they research and help me identify what insurance plan will suit me and my Mother best! This year my uncle suddenly moved here from a whole different state and Mr. and Mrs. Wallace were on it. They got him taken care of under a new insurance all within A matter of a couple of days and they found him a fantastic deal, better than he had! It is a blessing to have such sweet people on my side.
For many years after retirement I have tried analyzing the many medical insurance plans available in our area each year for both me and my wife on my own. It’s a monumental task which involves making a spreadsheet to compare the various plans which is complicated by the fact that the plans change each year, some plans are discontinued, and new plans become available. Wallace Insurance Solutions has been our Agent Of Record now for the past 6 years and they do all the comparisons and help me to pick the best insurance plan suited for our needs. They provide a great service, I know because I have done it by myself in the past.
Making decisions about Medicare, supplemental health insurance, and prescription plans can be anxiety-producing, but David and Paula Wallace walked me through the process with their wealth of knowledge, experience, and personal attention to my questions and unique needs. They clearly explained various options, advantages, disadvantages, terminology, and factors to consider both now and in the future. There was no pressure, and they went above and beyond to be sure I had as much information as possible to make an informed decision. The result was peace of mind and confidence in the plans I chose. I highly recommend them and have referred many of our friends to them.
I have been using Wallace Insurance Solutions for years. They have always given me excellent choices. I have referred others without reservation.
Wallace Insurance Solutions
Jonathan: (513) 445-8507
David & Paula: (513) 294-8145
Jonathan - [email protected]
David - [email protected]
Paula - [email protected]
By appointment ONLY
4015 Executive Park Drive, Suite 406
Cincinnati, OH 45241
Jonathan's Mailing Address Is:
2121 S State Route 133
Blanchester, OH 45107
Paula & David's Mailing Address Is:
2537 Carriagegate Lane
Maineville, OH 45039