Contact us:

Tacoma: (253) 244-5520

Lynnwood : (425) 678-1251

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Opening Hours

Mon - Friday: 8AM - 5PM

Our Story

In 2008 I lost my stepmother to cancer and my life changed forever. She was 62 years old. I first knew her as my fathers’ wife, then a friend, and then my mother for 26 years before she passed away. She played an instrumental role in my life, helping me through some very tough teenage years. She helped teach me to drive. Let me take her car out on dates. She played the coach, cop, and counselor for so many critical years. I grew to love her and appreciate her more and more as I matured and as the years went on. She became a loving and compassionate grandmother to our two children.

Her illness came on so quickly. One day she started feeling ill. After a few tests and doctors’ visits, we would soon find out that she had cancer. In fact, late stages of cancer. The next couple of years she fought with all she had. Treatment after treatment. It was February that year she lost her valiant battle. The void she left in my heart will never be filled. The loss of friendship is too immense to describe. I had lost my mother, my children lost their grandmother, and my father had lost his love.

As if the emotional toll on myself, my wife, my children, and my father wasn’t bad enough, the financial toll was almost as crushing and humiliating. When my stepmother was diagnosed, she was without medical insurance. She was self-employed, too young for Medicare, and felt that she was healthy enough to wait it out until she turned 65 and was eligible to enroll in Medicare.

As a family, we sold everything we could to help pay for her care. The hospital was amazing and forgave a huge portion of her debt, but in the end, nothing we did was enough to cover the financial burden. The month that she passed away I helped my father surrender his home, on acreage in the foothills of Mt. Rainier, back to the mortgage company. We relocated him to an old trailer in a senior park in the city.

My father and stepmother were both very intelligent people. They just did not realize the risks or repercussions of not having the proper protection in place. They thought those horror stories were about other people. As I said, they were very intelligent people, they were just unaware of the reality.

People should not have to go through the financial challenges that they faced during the toughest times in their lives. I decided at that moment, I would dedicate my life to educating people about the need for proper planning and protection. My wife and I sold our real estate business and I became a licensed insurance agent specializing specifically in the senior market with Medicare Supplements, Medicare Advantage plans, prescription drug programs, final expense, life insurance, long-term care, and annuities. I later became a financial advisor & fiduciary. Our son is a financial advisor, registered representative & fiduciary, our daughter, daughter-in-law, and my wife are all licensed agents as well. We have made it our family’s mission to provide value to as many people as we can.

Since starting this company in 2013 we have helped thousands of people live better lives. We have reduced premiums, increased coverages, increased retirement portfolios, provided guaranteed income that cannot be outlived, provided income to surviving family members and loved ones, provided policies that paid for long-term care or treatments, and much more.

In closing, every day we have the privilege and opportunity to provide options, independence, and dignity to those we serve.


Co-Founders & Managing Partners




Let us help you live a healthy, happy,

stress-free retirement.

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(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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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.

Contact Us:

Tacoma: (253) 244-5520

Lynnwood: (425) 678-1251

Send us a Message

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 or 1-800-MEDICARE to get information on all your options