Medicare Guidance
Navigating Medicare on your own is challenging. With the right education and advice, however, you will be equipped to make the right decision. Schedule an appointment for a Medicare consultation.
Medicare Guidance
Navigating Medicare on your own is challenging. With the right education and advice, however, you will be equipped to make the right decision. Schedule an appointment for a Medicare consultation.
We will be with you every step of the way.
Save your time and energy. We’ll simplify Medicare for you, providing the clarity you need to make informed decisions confidently. With our expert guidance, navigating Medicare becomes effortless. Say goodbye to confusion, and hello to peace of mind.
Medicare Advising
There are a lot of moving parts to Medicare. To avoid life time penalties and headaches, Sam provides education about Medicare and makes recommendations to help you make the right decision.
Medicare Supplement Insurance
Medicare does not cover all of your healthcare costs. A Medicare supplement (also called Medigap) reduces your risk of high out of pocket medical costs.
Medicare Presecription Drug Plans (Part D)
There are currently 23 different drug plans in California, and they change every year. The wrong plan can needlessly cost you extra. Sam will help you find the right plan every year.
Life Insurance Plans
Purchasing life insurance is one of the best things you can do to protect family and loved ones after you die.
Frequently asked questions
WHO DO WE SERVE?
Although Sam Olson is based out of Napa County, he serves anyone in the state of California, Oregon Arizona, Nevada, Colorado, Texas, Oklahoma and Massachusetts.
WHEN SHOULD I SCHEDULE A CONSULTATION?
If you are approaching 65, within 6 months of your birthday month. If you have postponed Medicare, reach out to Sam approximately 3 months before retirement. There are circumstances in which you should start at a different time. If you are unsure as to when you should start the process, call Sam and he will put you in the right direction.
WHERE DO WE MEET?
The office is located at the Gasser Building in Napa, Ca. 433 Soscol Ave. Sam can also accommodate house calls, Zoom or phone meetings.
Our process
Appointment Scheduling
To start your process with us, you will first need to schedule an appointment. You can easily do this by giving us a call at 707-690-1965, or through the website by clicking the button below.
Pre-Appointment Preparation
Prior to the appointment, you will be prompted to complete a Medicare questionnaire. The questionnaire enables us to understand your needs better, saving time during the meeting.
Personalized Consultation
Whether in person, via Zoom, or over the phone, you’ll receive a one-on-one consultation. This includes comprehensive education about Medicare, a tailored recommendation based on your pre-submitted questionnaire, and ample time for any questions you may have.
Get Started By Clicking The Button Below To Schedule An Appointment, Or Call 707-690-1965
What customers say about Sam Olson Insurance Services.
Sam is very knowledgeable in all the MediGap Plans…medical, dental, vision, and drug. More importantly he makes absolutely sure each plan is tailored to your needs. But Sam just does not broker insurance. He is fully versed on Medicare and assists in weaving through the complexities and costs. Sam spends time getting to know one personally and their needs. I ran into a major curve ball and Sam was able to help manage through and solved the problem. I also like that he is there for the long haul even after all insurance policies are set up.
Janet
Navigating the transition from my husband’s employer insurance to original medicare with a supplement plan and prescription coverage was utterly daunting. A friend recommended Sam Olson to us and his crystal clear presentations took most of the apprehension away. He walked us carefully through our choices and we just couldn’t have been happier with his personable, knowledgeable, and extremely helpful assistance. It is a pleasure to be acquainted with him and his expertise has found us singing his praises and referring him to others as well. So thankful for you, Sam!
Glady
Sam Olson is an expert Healthcare Broker. A friend referred him to me because he had made her recent transition to a new provider utterly seamless.
Based on my friend’s recommendation, I called Sam and even during the first phone call I began to feel as if I had known him for years. He talked with me about my needs and informed me about the various plans available.
If you are looking for a new healthcare provider, call Sam. If he isn’t the most informed, smartest, and kindest guy you’ve ever talked to, I’ll eat my hat!
Christine
About Sam
I’m Sam! I was born and raised in Southern California. In 2015 I married my beautiful wife, Sarah, and we are raising three lovely dogs. We recently moved to Northern California after my admittance into U.C. Berkeley, Haas School of Business (Go Bears!)
I found my passion in helping people navigate Medicare during an internship in 2017. I could not believe the complexity of Medicare, especially since seniors often need health coverage the most. Which is why I became a licensed insurance agent that specializes in Medicare Supplements.
When I say I love this business, people think I am crazy- but it’s the truth! It brings me joy knowing I can help people navigate through such an important part of their life.
-Sam Olson