Life is full of changes, including the aging process. As your health, finances, employment situation, even your vehicle and residence change, your insurance needs change with them.

Change is even more prevalent in the world of government health programs as well as in private insurance. Medicare changes every year. New legislation creates new programs, changes current programs, eliminates old programs. Insurance companies alter their rates and plans. Qualifications and requirements change within both public and private options.

Keeping up with the full picture requires extensive expertise and experience and a full-time commitment.

The Oak Tree Advisors monitors every new development in the insurance world, while maintaining constant contact with our clients. When we help you find the right coverage at the beginning of our partnership, we don’t think our job is done – in fact, to us, our job has just begun. We offer consultations at any time, annual insurance reviews, and welcome even simple questions about the status of your coverage. Change is constant, and we want to be sure your insurance coverage is constantly protecting you.

Call 615-715-5830 for more information.

“Harry Perret is a very knowledgeable and kind worker providing the most up to date information about Medicare to our Senior clients at Matthew Walker Comprehensive Health Center. Harry is always there to assist whenever I call for help. He makes sure that the seniors are getting the most benefits available for whatever plan they are on. I am grateful for his service to the Senior community in need.” — Gwendolyn Langley, Outreach & Enrollment Specialist, Matthew Walker Comprehensive Health Center