“I would highly recommend Medicare Caddy if you are reviewing your Medicare options. Prior to turning 65, I received multiple letters from the Social Security Administration outlining that I was being charged an Income Related Monthly Adjustment Amount (IRMAA) surcharge for both my Part B and Part D premiums totaling $61.40 per month – in fact, they had already started reducing my monthly Social Security check! However, thanks to using Medicare Caddy as my Medicare advisor when enrolling, I learned that I had a Life Changing Event (LCE) that could eliminate my IRMAA surcharge. Medicare Caddy provided me the SS44 form that I completed and delivered to my local Social Security office. SSA immediately refunded me the $61.40 IRMAA surcharge they had already deductedWithout Medicare Caddy, I would have paid an additional $736.80 for my first 12 months!”

Scott P., Aiken, SC


“Medicare Caddy was extremely helpful in educating us both about how the Medicare system worked, as well as evaluating the options and plans that were available to us. We moved quickly in order to achieve an effective date on the first day of the month I turned 65 – and we were pleasantly surprised to get a 12% premium “household” discount for married couples. Medicare Caddy is always available to answer any questions we have. We are pleased to recommend Medicare Caddy to anyone who needs help understanding their Medicare options.”

Jerry & Janet A., Sandy Springs, GA


“I had a mini-stroke nine months prior to turning 65, and I was very concerned about transitioning from the major medical health insurance plan I had for years to Medicare. My financial advisor recommended Medicare Caddy to me and I was sure glad he did! Medicare Caddy took control of explaining the Medicare enrollment process and how my existing condition would not impact any of my options during my Open Enrollment Period.  I enrolled in Original Medicare and in an A+ rated Medicare Supplement, as well as a leading Part D prescription drug plan.  Medicare Caddy helped everything happen in a stress free, timely manner. They went above and beyond what I expected in the way of expertise and service. If you need help with Medicare, contact Medicare Caddy.”

 Kevin D., Brookhaven, GA