Contact us:
Tacoma: (253) 244-5520
Lynnwood : (425) 678-1251
Send us a Message
Opening Hours
Mon - Friday: 8AM - 5PM
"FROM HEALTH TO WEALTH WE HAVE YOU COVERED"
HELPING YOU OBTAIN A STRESS-FREE RETIREMENT
HELPING YOU OBTAIN A STRESS-FREE RETIREMENT
"FROM HEALTH TO WEALTH WE HAVE YOU COVERED"
We offer various strategies and solutions to fit your needs
We are proud to offer a wide range of comprehensive services to meet the needs of pre retirees, and retirees. Our team of agents specialize in providing plans, tailored to your specific situation.
Medicare is one of the major services which we offer. Our agents work closely with clients to help them make the right decision and gain peace and time in the retirement process.
We are one of the most resourceful agencies and carry a variety of products and carriers which helps our agents eliminate the worries of our clients such as affordability and qualification.
Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement.
You can reach your personal agent at any time of the day or night, whenever you have questions or concerns. We are always available to help.
As a special gift for being a valued client, you automatically qualify for enrollment in our scholarship program. Clients can earn up to one full year of college tuition.
At The Medicare Exchange, we understand that you are unique and special.
You are not a one-size-fits-all person, and that's why you deserve to experience the white glove concierge service.
We offer various strategies and solutions to fit your needs
We are proud to offer a wide range of comprehensive services to meet the needs of pre retirees, and retirees. Our team of agents specialize in providing plans, tailored to your specific situation.
Medicare is one of the major services which we offer. Our agents work closely with clients to help them make the right decision and gain peace and time in the retirement process.
Life Insurance
We are one of the most resourceful agencies and carry a variety of products and carriers which helps our agents eliminate the worries of our clients such as affordability and qualification.
Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement.
You can reach your personal agent at any time of the day or night, whenever you have questions or concerns. We are always available to help.
As a special gift for being a valued client, you automatically qualify for enrollment in our scholarship program. Clients can earn up to one full year of college tuition.
At The Medicare Exchange, we understand that you are unique and special. You are not a one-size-fits-all person, and that's why you deserve to experience the white glove concierge service.
About Us
Our teams made up of highly trained agents that use the latest products and services to help you with the hustle of retiring. We are committed to helping our clients implement, grow, and partake in the best possible outcome for their financial future with an emphasis on giving them the independence and dignity they deserve.
We thoroughly evaluate & treat all of the contributing root factors related to your situation. We take an easy to understand approach to provide services which puts our clients goals, priorities, and aspirations at the center of all that we do. We pride ourselves in turning conceptually sound ideas into fully implemented solutions that add tangible value to your retirement future. We enjoy delivering exceptional value every step of the way.
Ask a Question
About Us
Our teams made up of highly trained agents that use the latest products and services to help you with the hustle of retiring. We are committed to helping our clients implement, grow, and partake in the best possible outcome for their financial future with an emphasis on giving them the independence and dignity they deserve.
We thoroughly evaluate & treat all of the contributing root factors related to your situation. We take an easy to understand white globe approach to provide services which puts our clients goals, priorities, and aspirations at the center of all that we do. We pride ourselves in turning conceptually sound ideas into fully implemented solutions that add tangible value to your retirement future. We enjoy delivering exceptional value every step of the way.
Ask a Question
Let us help you live a healthy, happy,
stress-free retirement.
Let us help you live a healthy, happy,
stress-free retirement.
Client Testimonials
Being partially blind I was looking for help in trying to understand what was needed to apply for medicaid medical assistance .
I contacted the Medicaid Exchange. They put me in touch with Dale. Dale helped me through the process of enrolling in Medicaid and set up a Medicare Advantage Policy. He answered all my questions and suggested others I hadn't thought of.
The result, with Dales help, I now have medical insurance.
I wouldn't have been able to get this done without Dale's expert support .
Thanks for the help!
Jim D.
Duke was absolutely Superb! He helped find a way for me to pas on a legacy gift to my daughters, when I didn't think I could. Very satisfied with his service !
Anne S.
Nicole is a very nice caring person. She is interested in you as a person. She truly cares, and loves to help you reach your goals. She spends time with you till all your questions are answered. She doesn’t just sign you up for a plan. She comes back to see if you like the plan your on.
Becky S.
Tony bent over backwards for me and went above and beyond.
Robert A.
Amber was SPECTACULAR! She listened and was patient and explained things to so I could understand. She is so sweet!
Lori W.
Nicole is a very knowledgeable lady. She was able to help my wife get a health plan that was perfect for our needs. She followed up exactly as she said she would. I don't know how my wife and I would have done it without her. I highly recommend her services. Thank you Nicole!
Dale B.
Nicole Pedersen is a very educated broker on health benefits. She has helped me very much and has always been so nice and pleasant to work with. I can always depend on her whenever I need her.
Claudette S.
Hats off to Medicare Exchange! Why, because Dale Eller is the ‘complete package’ wanted to leave message about Dale because he has gone ‘above and beyond’ to not only meet up with me but was patient enough to allow me to meet on my time. This is a rare commodity today. He is cordial, comfortable and easy to talk to with exhibiting a high level of professionalism. His knowledge, background and years of expertise allowed him to meet my needs and get to a solutions quickly. This stuff is complicated and I was going die. The wrong path until Dale and I met. He has steered me in the most optimal direction tailored to fit my needs Feel very fortunate that Dale reached out to me and know I will be in good hands now and later as I needed his support going into my future plans. Please give Dale the opportunity to talk with you, he will guide and tailor your next steps to meet your personal needs! Thanks again Dale, looking forward to our next step! Ask for Dale Eller he's your man!
Julie B.
Shane has been amazing to work with. His true dedication to finding the best options for us is to be commended. We always appreciate Shane's willingness to go above and beyond in assisting us. We not only consider Shane to be our agent, but we consider him to be a true friend. How Blessed we are to have Shane in our life
Dave & Lynne M.
Tony and Audra helped me pick a plan that will work with my doctors and not cost me a lot to see my specialist. They answer my calls and questions. They are good, caring people.
Barbara M.
Nicole was very helpful. She was able to find the best plan for me. Thank you Nicole.
Edgar D.
Susan is an AMAZING Medicare Advisor/Navigator ! She is truly interested in each of her clients getting the best plan for them and will review the various choices with you, while making the best recommendation and explaining why it is her recommendation in easy-to-understand language. She makes sure to ask pertinent questions regarding your health and life situation to assure this. It is clear this is important to her, to deliver what I’d call ‘Concierge Service’ … at least that’s what you feel like you’re getting! Each year in the Enrollment Period, she makes an in-person appointment with you to answer any questions, and tell you any changes in your plan or coverage she recommends. It is very, very clear that she knows each plan and each nuance and all the updates perfectly. She is extremely professional and her clear knowledge instills confidence that you’re getting the best plan for you. My own experience is that I’ve had slight changes in my plan each year, and each year it’s worked out I had the best coverage I could get with the changes that were made, both in services and cost. I could not be more happy and satisfied with Susan’s service. She’s prompt, smart, after your best interests, enthusiastic, available/responsive to calls … I couldn’t recommend anyone that would do a better job. Like I said at beginning- SUSAN IS TRULY AMAZING… And I wonder if there’s a way of making this testimonial stronger?!
Cheryl M. P.
Audra and Albert have been outstanding representatives. They have answered all my questions. I appreciate the follow up they have given me since I signed up with them. I will be referring them to one of my friends in the near future because they have been so helpful and professional with me
Paula A.
I just today saw the article on your website about the wonderful party Tacoma had for my 86th birthday on July 17, 2023. I didn't realize when I set an appointment with Amber for that day that It was going to be a party! Thank all of you for that, and Amber for baking the biggest, roundest, most chocolatie, most decadent, most perfect birthday cake I've ever seen or eaten! And she very sweetly added just enough candles but not enough to cause a fire ..... Thank all of you, also, for being there for me and other seniors like myself - Amber and Alejandra have helped me throughout my entire health insurance problem, answering every question instantly and with total knowledge. I am recommending ya'll to everyone I know, including the Coordinator at my apartment complex. Thanks again!
Darlyne J.
About Us
Our company has been serving clients for 9+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
Give us a Call
(253) 244-5520
(425) 678-1251
Send us a Message
About Us
Our company has been serving clients for 8+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
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