Medicare Partnership

Problems We Help Solve
Medicare Partnership
About Us
Attend an Event
Contact Us

Problems We Help Solve
Medicare Partnership
About Us
Attend an Event
Contact Us

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.

Step 1 of 3

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Existing Client
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Your Name*
First Last
Email Address
Phone Number*
Are you married?
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Spouse's Name (if applicable)
First Last

Your Current Age
Please enter a number from 18 to 105.
Spouse's Current Age
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Zip Code
Tobacco Use:
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Spouse Tobacco Use:
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Are you currently on Medicare?
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Is your spouse currently on Medicare?
- Yes
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Do you currently have a Medicare Supplement policy or Medicare Advantage plan?
- Yes
- No
Does your spouse currently have a Medicare Supplement policy or Medicare Advantage plan?
- Yes
- No
Message
By clicking “Submit Form” you are agreeing to the following statements:
1. I acknowledge and understand that neither Union Financial Services, LLC 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 Union Financial Services, LLC, 211 S. 2nd St., Suite 241, Clarksville, TN 37040 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.

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Address

211 S. 2nd St., Suite 241, Clarksville, TN 37040

Phone

931.494.4738

Email

info@unionfinancialsvc.com

Connect

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Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . Please note that any written or oral communication, provided directly or indirectly to you by SageGuard is in no way to be considered or construed as a solicitation for investment, nor is it intended to be legal or tax advice.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits 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.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of David Perez or Union Financial Services, LLC is stated or implied. Appearances in media outlets listed above were obtained and paid for through a PR program.

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We can help younavigate the Medicare maze.