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Our FinGevity Process
Our Team
Medicare
Life
In the Media
Attend an Event
Schedule a Complimentary Consultation

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We can help you navigate the Medicare maze.

Why make these decisions alone?

There's more than one turn on the path to crafting the right Medicare strategy for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.

Let us be your guide.

We have partnered with the Medicare professionals at AE Medicare Solutions. They are ready to help answer your questions and guide you as you make decisions about health coverage to help meet your needs and budget.

Our mission is to help you navigate the world of Medicare and craft a strategy that's designed to answer some of Medicare's most pressing questions, such as below:

How could my income affect my monthly Medicare premiums?
Do I need to sign up for Medicare Part A and B if I'm still working?
How can private insurance help me with the costs of Medicare?
How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Ready to begin your Medicare journey?

Fill out the information below to have a licensed insurance agent contact you about your options.

Medicare Partnership Program

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By clicking “Submit Form” you are agreeing to the following statements:
1. I acknowledge and understand that neither Sweitzer Income Planning nor Advisors Excel, LLC or any of their respective representatives are affiliated with Medicare, CMS or any government agencies.
2. I give my written consent for representatives of Sweitzer Income Planning, P.O. Box 747, Old Lyme, CT 06371 and/or Advisors Excel, LLC, 2950 SW McClure Rd, Topeka KS 66614 to contact me about Medicare via any of the contact information I have provided in this form.
3. I hereby request a Medicare quote. I acknowledge and understand that I will be contacted by a licensed insurance sales agent regarding the purchase of a Medicare Supplement policy and/or a Medicare Advantage plan.
4. Coverage purchased after initial enrollment period are subject to eligibility requirements. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer.
5. 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 of your options.
6. By providing the information above, I grant permission for licensed insurance agent, Sweitzer Income Planning, to call or email me regarding my Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
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Contact Us

Phone: 203.605.3060
Fax: 855.978.1232
Email: ken@sweitzerip.com

Main Office

18 Lyme St.
Old Lyme, CT 06371
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any insurance product.

Any references to protection of benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 677898