Talk to a Real Advisor.
Not a Call Center.
Schedule a 30-minute conversation with a Certified Medicare Planner who will answer your specific questions. No scripts, no pressure, no sales pitch — just honest guidance from someone who does this every day.
A Conversation, Not a Sales Call
We structure every call around your needs — not ours. Here’s exactly what happens.
Before the Call
We’ll email you a short checklist of what to have handy. Takes 5 minutes to prep.
- Your current coverage details (if any)
- Your Medicare card or enrollment dates
- A list of medications (for Part D review)
- Your biggest question or concern
During the Call
30 minutes with a Certified Medicare Planner. Here’s how we spend the time:
- 5 min: Your situation — what’s going on, what you need
- 15 min: Your options — explained in plain English
- 10 min: Your questions — ask anything, no rush
After the Call
You’ll receive a written summary of what we discussed. Then it’s your move — no follow-up pressure.
- Email summary with your options
- Links to relevant resources
- Your advisor’s direct line for follow-up
- Zero pressure to enroll
Schedule Your
Advisor Call
Pick a time that works for you. You’ll be matched with a licensed Certified Medicare Planner who specializes in your situation.
- 30 minutes — no longer than you need
- Phone or video — your choice
- No cost — carriers pay us, not you
- No obligation — seriously, zero pressure
- Written summary emailed after the call
Not ready to schedule?
Watch the 123Easy Medicare Workshop first. Most people prefer to learn the basics, then talk.
Request a Call
We’ll confirm your appointment within 1 business day.
Request Received!
We’ll confirm your appointment within 1 business day. Check your email for the prep checklist so you get the most out of your call.
Meet the People Behind the Phone
Certified Medicare Planners with real experience. Not scripts. Not call center agents.
David Schaeffer
25+ years. Author of Medicare Made 123Easy. The advisor’s advisor.
David Edge
2,800+ clients served. Specializes in complex Medicare transitions.
Kyle Jacobs
Expert in Medigap plans and employer-to-Medicare transitions.
Marc Frye
Trusted guide for families navigating Medicare and retirement together.
Before You Schedule
No. It’s an education and options review. We’ll explain what’s available to you based on your situation. If you want to enroll in something at the end, great — but many people use the call just to learn, and that’s perfectly fine with us.
Insurance carriers pay us a flat fee when you enroll through us. Our advisors earn the same regardless of which plan you choose — so there’s never a hidden incentive. If you don’t enroll, we earn nothing, and that’s fine.
You don’t need to be ready. Many people call months before a decision is needed. We’d rather you learn early than scramble later. Your advisor will give you a clear timeline and be available when you’re ready.
Never. David Schaeffer built this company on education-first principles since 2001. If our advisors pressured people, we wouldn’t have 4.9 stars across 161+ Google reviews. We earn trust, we don’t manufacture it.
Absolutely — and it’s more common than you’d think. Select “I’m helping a parent or loved one” on the form, and we’ll structure the call around what they need. You can be on the call together, or we can talk to you first and then connect with them.
Prefer to Just Call?
When you call, you reach a real advisor — not an automated menu. Average wait: under 90 seconds.
Monday – Friday 7:30am – 6:00pm · Saturday – Sunday 9:00am – 4:00pm MST