Get Personalized Medicare and Retirement Guidance You Can Feel Good About
Whether you’re approaching Medicare for the first time, planning your retirement income, or re‑evaluating existing coverage, we’ll walk you through your options and next steps so you can feel confident about both your healthcare and your retirement plan.

Request Your Medicare and Retirement Consultation
Use the short form below to tell us a little about what you need. We’ll follow up to help you understand your options and answer your questions.
Frequently Asked Questions
Whether you’re turning 65, becoming eligible for Medicare due to disability, already enrolled in a Medicare plan, or simply wanting to review your current coverage, we’re here to help you understand your options and make confident decisions based on your healthcare needs and budget.
A Medicare review is a conversation about your current situation, your questions, and the options or information you may need to consider next.
Yes, we help people in Dayton, Miami Valley, and Greater Dayton communities looking for local Medicare guidance.
Real Reviews From Dayton-Area Clients
EXCELLENT Based on 12 reviews Posted on John BerginTrustindex verifies that the original source of the review is Google. Alan is the best! Everyone needs to see Alan about your insurance and investment needs. He is the best! If you don’t see him about these important needs, your missing the boat!Posted on Roger ClinardTrustindex verifies that the original source of the review is Google. Alan did a great job for me , so good I have my wife go see him. Very friendly and knowledgeable!Posted on Janet ClinardTrustindex verifies that the original source of the review is Google. I had a great experience learning about Medicare and how much of an advantage it is to have decent supplemental insurance and all its advantages. Alan did an excellent job in helping me find the best plan for me and was very helpful and friendly! I highly recommend him for Medicare advice! 😀Posted on Perry PoppTrustindex verifies that the original source of the review is Google. Alan Zins has made me feel more secure about retirement. He has answered all my questions and has guided me towards more opportunities. He has given us excellent service and is always been available for us.Posted on Deborah HenryTrustindex verifies that the original source of the review is Google. Alan Zins was so helpful guiding us toward a medical insurance plan that was perfect for me and my husband. I highly recommend him for helping you with your Medicare and health insurance needs.Posted on Robin WoodTrustindex verifies that the original source of the review is Google. Wonderful experience! Very helpful and has so much knowledge! I feel I am in great hands with my retirement!Posted on Vincent PitzerTrustindex verifies that the original source of the review is Google. Alan is a great guy to work withPosted on Ruth WellmanTrustindex verifies that the original source of the review is Google. Alan saved the day! He went above and beyond to help my mother in law. Her new healthcare insurance was not going to start until February 1. Alan helped get it started January 1. My mother in law fell in January and was in the hospital and then rehab. If it wasn’t for Alan she would not have had medical insurance. Thank you Alan! I highly recommend him.Posted on Deanna MarkesteynTrustindex verifies that the original source of the review is Google. Allen is so knowledgeable and friendly. I appreciate him. He has helped me and my husband for a few years. I know that I can reach out to him and he will be there to help! I am grateful!Posted on kimberly HTrustindex verifies that the original source of the review is Google. We just had an apptwith Alan. He answered all our questions in terms we could understand. De advised us on the different plans available without trying to tell us what to choose. I will definitely see him again when the new plans for 2027 are posted.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
