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Tacoma: (253) 244-5520

Lynnwood : (425) 678-1251

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Cameron@TheMedicareExchange.org

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Annuities

Because of the complexity of annuities and all the features that are available it is important to speak with a financial professional to see if an annuity is suitable for your circumstances.

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What is an Annuity?

An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange, you get benefits an annuity can provide.

Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement. Also, you can structure these in all different ways including payments for the rest of your life.

They can be designed in many different ways and for many different purposes. Some of these include lifetime income, inflation protection, enhanced death benefit, transfer of wealth to your beneficiaries, and other options that are available for an extra cost.

These Videos Will Help You Understand Annuities

History of Annuities

Safety of an Annuity

Annuity a Contract

Income Annuities

Zero is the Hero

Flip the Coin

Our partner company Anchor Financial, has many fiduciaries you can speak with at no cost to see if this will be a good fit for your retirement plans

AND MORE..

Because of the complexity of annuities and all the features that are available it is important to speak with a financial professional to see if an annuity is suitable for your circumstances.

What's an Annuity?

An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange, you get benefits an annuity can provide.

Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement. Also, you can structure these in all different ways including payments for the rest of your life.

They can be designed in many different ways and for many different purposes. Some of these include lifetime income, inflation protection, enhanced death benefit, transfer of wealth to your beneficiaries, and other options that are available for an extra cost.

These Videos Will Help You Understand Annuities

History of an Annuity

Safety of an Annuity

Annuity a Contract

Income Annuities

Zero is the Hero

Flip the Coin

Our partner company Anchor Financial, has many fiduciaries you can speak with at no cost to see if this will be a good fit for your retirement plans

AND MORE..

Let us help you live a healthy, happy,

stress-free retirement.

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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.

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Let us help you live a healthy, happy,

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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.

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

The Medicare Exchange is not affiliated or endorsed by the federal Medicare program. Calling our phone number will connect you to a licensed broker who is trained and certified to help you review the plan options available in your area. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options

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