Business Details
Trusted Insurance Solutions for Seniors in Pennsylvania and New Jersey
Sherman Insurance Consulting has been dedicated to empowering clients with the knowledge and tools needed to make informed healthcare decisions for over 23 years. Our journey began with a foundation in personalized service, rooted in our prior success operating one of the country's leading men's retail shoe stores, where we honed our commitment to individualized attention. This same ethos drives our insurance practice, where we prioritize client needs above all else. We specialize in guiding individuals, couples, and families through complex insurance landscapes, particularly focusing on Medicare transitions, life insurance, and long-term care solutions. Our team, led by Martin and Michael Sherman, brings decades of combined experience and a pledge to never compromise client well-being.We operate by appointment only, serving clients in Pennsylvania, New Jersey, and beyond, with a promise to deliver tailored solutions without charging consultation fees. Our reputation is built on trust, evidenced by numerous client testimonials highlighting significant cost savings and exceptional service. We represent multiple carriers to ensure comprehensive options while maintaining transparency about our partnerships. Our mission remains steadfast: to enrich lives by demystifying insurance complexities and fostering long-term client relationships grounded in integrity.
Services
Medicare Advantage Plans
Medicare Supplement Insurance
Life Insurance
Long-Term Care Insurance
Medicare Part D Prescription Plans
Highlights and features
- We offer 23+ years of specialized Medicare insurance expertise.
- Our personalized approach prioritizes individual health needs and budgets.
- No fees charged for insurance consultations or services.
- Licensed professionals operating in Pennsylvania, New Jersey, and multiple states.
- Proven client savings demonstrated through verified testimonials.
What people say
Saved a considerable sum
Knowledgeable professionals
Excellent service
Patient and available
Impressive industry expertise
Services
Medicare Advantage Plans
We help clients select Medicare Advantage Plans that combine hospital, medical, and prescription coverage. Our experts analyze provider networks, premiums, and out-of-pocket costs to find optimal solutions. Clients benefit from our deep understanding of plan variations and local healthcare provider compatibility.
Medicare Supplement Insurance
Our team specializes in Medigap policies that cover gaps in Original Medicare. We compare plan benefits, premium costs, and insurer reliability to protect clients from unexpected expenses. This service includes detailed explanations of coverage options like Plan G and Plan F.
Long-Term Care Insurance
We provide comprehensive long-term care insurance solutions that protect assets while ensuring quality care. Our advisors explain policy features, benefit triggers, and inflation protection options. Clients receive comparisons across multiple carriers to balance coverage and affordability.
Life Insurance
Our life insurance services include term and permanent policy evaluations tailored to clients' financial goals. We assess coverage needs based on family circumstances, debt obligations, and estate planning objectives. The process includes carrier comparisons and application assistance.
Medicare Part D Plans
We analyze clients' medication regimens to find Part D plans with optimal drug coverage. Our service includes formulary comparisons, cost projections, and assistance with coverage gaps. Clients receive ongoing support to adjust plans as medication needs change annually.
People
Martin Sherman
Founder
With 36 years in retail and 23 years in insurance, Martin applies his customer service expertise to Medicare solutions. He specializes in transitioning clients to self-insurance while maintaining a commitment to personalized attention and ethical guidance.
Michael Sherman
Insurance Consultant
Joining in 2013, Michael brings Temple University education and coaching experience to insurance consulting. He focuses on explaining complex insurance concepts clearly while maintaining the family business's tradition of personalized client service.
Questions
What insurance services do you specialize in?
We specialize in Medicare Advantage, Supplemental, and Part D prescription plans, along with life and long-term care insurance for clients aged 50+.
Do you charge fees for consultations?
No, we provide no-cost consultations with licensed insurance professionals to review your specific needs and budget.
Are you licensed in my state?
We're licensed in Pennsylvania, New Jersey, and many other states. Contact us to confirm availability in your specific location.
How do you help clients save money?
We compare plans from multiple carriers to find optimal coverage at lowest premiums, with documented savings exceeding $1,700 annually for some clients.
What areas do you serve?
We primarily serve Pennsylvania and New Jersey, with offices in Warminster, PA, and Lambertville, NJ, and remote support nationwide.
