CLIENT LETTER 2027

Clients, Friends, and Family,

             I hope this letter finds you well. As your independent Medicare broker, I want to take a moment to thank you for trusting me to help guide you through your Medicare options. My role is to make sure you have someone who has your back, I who work for you, not the insurance carriers. Many of you have been with me for 5+ years and I cannot thank you enough for your loyalty and friendship. With all the Medicare changes that are taking place year over year I can confidently say that having me as your broker will save you a lot of headache.

Medicare rules, premiums, and plan benefits change from year to year. By keeping me as your broker:

• You’ll always have a trusted, independent resource to explain changes in plain English.

• You won’t need to call the insurance companies and wait on hold — you can call/E-mail me directly.

• I can help you review your coverage each year to make sure it still fits your needs and budget.

What’s Changing in Medicare

• PART D Catastrophic Coverage (RX Max Out Of Pocket) – All Medicare part D plans consist of 3 stages: THE DEDUCTIBLE which is slightly different for every plan. COST SHARE otherwise known as your portion of costs for medications. CATASTROPHIC COVERAGE is the level that when you cross the threshold then your plan begins paying 100% of the cost of all your Medicare covered medications. The standardized threshold across all part D plans for the 2027 year is $2,400

• Part B Premium Outlook – While the official premium hasn’t been announced yet, my prediction is that Medicare Part B will reach about $209.50 per month for the 2027 plan year. Planning accordingly.

          There will be some big changes this year (oct 15th- dec 7th AEP) with several plans leaving and a few making some drastic changes to their plans. I will be looking forward to speaking with a lot of you and meeting several new clients as well.

            If you have family or friends turning 65, or know of those who have questions/concerns about their coverage now, I would love the opportunity to meet with them. A short conversation can save them a lot of confusion and stress as they step into Medicare for the first time. Please feel free to pass along my phone number or email.

          My goal is and always has been simple: to make Medicare easier, clearer, and less stressful for you. I am a believer in Quality over Quantity! Thank you again for allowing me to serve as your trusted broker. I look forward to continuing to help you for years to come.

Warm regards,

Gregg Matheny

Independent Medicare Broker

Matheny Insurance Group

[928 377-8966] | [Mathenyproducers@outlook.com]

@Insurewithmatheny

My Life-

Medicare is definitely my full-time career but my "family first" mindset will never change. We officially have a full family with 2 girls and 2 boys. We have a minivan full of crackers, soccer balls, cleats, baseball bats, tears, laughter, and a plethora of caffeine (for me, not the kids). We called Prescott Valley home for more than 5 years now and it’s the perfect location for us. My wife has been homeschooling for the past few years and she has been involved in our kids education every step of the way and even begun managing a social media presence for me and my Disc golf “habit”. We are very fortunate and blessed to be where we are at in life, and we recognize that a lot of that is because of the schedule that we are able to have. So A huge "thank you" to my clients, family, and friends.