About Susana

Susana Lee is a licensed Medicare insurance broker.  

 

When you work with Susana, she will talk with you confidentially about your specific life, health, and financial considerations. She will do the work for you to identify, from the many insurance providers in your area, the best Medicare health insurance options to address your specific needs and budget.  This will save you a tremendous amount of time, effort, and headache, while ensuring that you have no lapses in coverage and know exactly what to expect regarding access to doctors, facilities, and prescription drugs.

Whether you are simply applying for "Original Medicare" Part A and Part B, or considering an optional Medicare Advantage, Supplemental, or prescription drug (Part D) plan, Susana will provide you with options so that you can select the plan you feel is the best fit.  She will then walk you through all the steps to make sure that you are effectively enrolled.

Now is the time to talk with Susana about Medicare options
if you, your spouse, parent, or loved one are:

 

  • Turning 64 years old within the next 6 months.

  • Under 65 and receiving Social Security Disability (SSDI) payments.

  • Over 65 but retiring soon.

  • Currently covered under Medicare, but approaching the Annual Open Enrollment period (which begins each October 15th).

  • Currently covered under Medicare, but undergoing a major life event, which could affect your coverage (e.g., a divorce, the death of a spouse, or changing homes). 

  • Receiving an organ transplant and are eligible for Medicare coverage for 3 years.

Ongoing Support:

Over time, Medicare providers, health plans, and prescription drug coverage options can change. In addition, your personal health, financial, or life circumstances may shift as well. Susana is available to continue to work with you each year to re-evaluate your coverage and make adjustments, as necessary. 

Susana's Extensive Background:

To obtain & maintain her Broker's license, Susana completed extensive training and maintains the following licenses & certifications:

  • California Life, Health & Accident Insurance License

  • Non-Resident Michigan Life, Health & Accident Insurance License

  • Non-Resident Texas Life, Health & Accident Insurance License

  • Non-Resident Georgia Life, Health & Accident Insurance License

  • Certified Covered CA Agent

  • Certified Medicare Agent

  • Certifications with the Medicare insurance providers in California and Michigan

Prior to specializing in Medicare health insurance, Susana had extensive experience in the insurance and financial services industries including:

  • Providing Individual/Family Plans & Small Business Group Health Plans with Covered California and directly with health insurance companies.

  • Promoting medical supplemental insurance to businesses with less than 30 employees to strengthen the employee benefits package and enhance retention.

  • Partnering with physicians and pharmacies to promote cutting edge drugs and pharmaceuticals.  

  • Educating clients and providing insurance and financial products through the World Financial Group including life (term, whole life, universal life, index universal life, survivorship life), long term care (LTC), disability, and final expense/concierge service insurance, along with estate preservation and investments such as fixed and index annuities for 401(k) & 403(b) rollovers.​

  • Serving as an instructor at Santa Ana College in Los Angeles, California for a Community Education Program focusing on Women & Wealth, Debt Management, Retirement Planning, How to Build A Strong Financial Foundation, and Building Wealth & Wealth Preservation.

As an independent broker, my job is to find the best coverage options and obtain them for YOU at the lowest possible cost.

 

I do all the work and you have peace of mind! 

Fill out the form below to schedule an appointment to discuss your specific needs.

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