Contact us:

Tacoma: (253) 244-5520

Lynnwood : (425) 678-1251

Send us a Message

Cameron@TheMedicareExchange.org

Opening Hours

Mon - Friday: 8AM - 5PM

HELPING YOU OBTAIN A STRESS-FREE RETIREMENT

"FROM HEALTH TO WEALTH WE HAVE YOU COVERED"

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.


White Glove Concierge Service

When you think of "white glove concierge service," you imagine the highest level of customer service and someone who looks out for your every need. At The Medicare Exchange, we provide just that. Every client automatically receives our White Glove Concierge Services:

Dedicated and knowledgeable licensed agent assigned to you:

You'll have a personal agent who will be assigned to you to help you make informed decisions about your Medicare Health Plan. Our agents are highly trained in all areas of retirement, from Medicare-related products to life insurance, long-term care needs, and all forms of retirement accounts.

24/7 direct access to your personal agent via cell phone and email:

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.

Face to face appointments at the location of your choice:


We understand that sometimes it's more convenient for you to meet in person, which is why we offer face-to-face appointments at the location of your choice. And if you can't come to us, we will make house calls.  

Side-by-side comparison

of plans:

We offer a side-by-side comparison of plans so that you can make informed choices about your Medicare Health Plan. You now have over 200 insurance carriers at our fingertips to ensure that you have the best options available.

SAGE

Tuition Rewards:


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.

"Client-for-Life"

program:


We believe in building strong and lasting relationships with our clients. That's why we offer our "Client-for-Life" program, which means that we'll be there for communication throughout the year, as well as complimentary annual reviews to ensure that you're always getting the best possible service.

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.

White Glove Concierge Service

When you think of "white glove concierge service," you imagine the highest level of customer service and someone who looks out for your every need. At The Medicare Exchange, we provide just that. Here are the services we offer:

Dedicated and knowledgeable licensed agent assigned to you:

You'll have a personal agent who will be assigned to you to help you make informed decisions about your Medicare Health Plan. Our agents are highly trained in all areas of retirement, from Medicare-related products to life insurance, long-term care needs, and all forms of retirement accounts.

24/7 direct access to your personal agent via cell phone and email:

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.

Face to face appointments at the location of your choice:


We understand that sometimes it's more convenient for you to meet in person, which is why we offer face-to-face appointments at the location of your choice. And if you can't come to us, we will make house calls.  

Side-by-side comparison

of plans:

We offer a side-by-side comparison of plans so that you can make informed choices about your Medicare Health Plan. You now have over 200 insurance carriers at our fingertips to ensure that you have the best options available.

SAGE

Tuition Rewards:


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.

"Client-for-Life"

program:


We believe in building strong and lasting relationships with our clients. That's why we offer our "Client-for-Life" program, which means that we'll be there for communication throughout the year, as well as complimentary annual reviews to ensure that you're always getting the best possible service.

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

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

Contact Us:

Tacoma: (253) 244-5520

Lynnwood: (425) 678-1251

Send us a Message

cameron@TheMedicareExchange.org

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

We value your privacy very highly. Please read this Privacy Policy carefully before using the Website operated by The Medicare Exchange LLC, a(n) Limited Liability Company formed in Washington, United States ("us," "we," "our") as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.

Your access to and use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone, including, but not limited to: visitors, users, and others, who wish to access or use the Website.

By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of the Privacy Policy, then you do not have our permission to access or use the Website.

To access our full Privacy Policy click HERE

Visit our Locations

Give us a Call

(253) 244-5520

(425) 678-1251

Send us a Message

cameron@TheMedicareExchange.org

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

We value your privacy very highly. Please read this Privacy Policy carefully before using the Website operated by The Medicare Exchange LLC, a(n) Limited Liability Company formed in Washington, United States ("us," "we," "our") as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.

Your access to and use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone, including, but not limited to: visitors, users, and others, who wish to access or use the Website.

By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of the Privacy Policy, then you do not have our permission to access or use the Website.


To access our full Privacy Policy click HERE

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