Business Details
Your Trusted Medicare & Insurance Advisor in Phoenix, AZ
The Turning 65 Advisor was founded to restore traditional, personalized service to the insurance industry. With decades of combined experience, our team specializes in Medicare and insurance solutions for retirees in the West Valley of Greater Phoenix. We hold annual AHIP certifications and complete over 80 hours of training yearly with top Medicare carriers. Our local office in Peoria, Arizona, provides face-to-face consultations to help clients navigate Medicare Advantage, Supplement, and Prescription Drug Plans. We prioritize transparency, dedicating time to explain complex insurance options and tailor affordable plans to individual needs.Our advisors maintain expertise through rigorous annual exams covering Medicare basics, fraud prevention, and benefit optimization. We leverage tools like Medicare.gov to compare prescription drug coverage and identify cost-saving opportunities for clients in Peoria, Surprise, and surrounding areas. Our commitment to education ensures clients understand risk factors, coverage differences, and long-term care considerations. We operate seven days a week with extended hours to accommodate client schedules, emphasizing accessibility and local community support.
Services
Medicare Basics
Medicare Advantage
Medicare Supplements
Prescription Drug Plans
Asset Protection
Highlights and features
- We're AHIP-certified with 80+ hours of annual Medicare training
- We provide local, face-to-face consultations in Peoria and Surprise, AZ
- Our advisors pass annual exams on Medicare basics and fraud prevention
- We use Medicare.gov tools to optimize prescription drug coverage
- We prioritize transparent, personalized insurance education for retirees
Associations and certifications
- AHIP
What people say
Satisfied clients
Trusted advisors
Personalized service
Knowledgeable staff
Effective solutions
Services
Medicare Basics
We provide comprehensive explanations of Medicare eligibility requirements and enrollment processes. Our services help clients understand qualification criteria based on age or disability status. We guide clients through initial enrollment periods and special enrollment options while explaining coverage limitations and exceptions.
Medicare Advantage
Our team explains Medicare Advantage plan structures including HMO and PPO options. We compare network restrictions, copay requirements, and out-of-pocket costs. We help clients evaluate prescription drug coverage and additional benefits like dental or vision care included in specific Advantage plans.
Medicare Supplements
We analyze Medigap policy options to cover Medicare Part A and B gaps. Our services include comparing standardized plan tiers (A-N) and explaining premium cost versus coverage tradeoffs. We help clients assess whether supplement plans better suit their needs than Advantage plans.
Prescription Drug Plans
We conduct detailed medication coverage analyses using Medicare.gov tools. Our services identify plans covering specific prescriptions at lowest costs. We explain formulary tiers, coverage gaps, and catastrophic coverage thresholds while comparing premiums and copay structures.
Asset Protection
Our advisors explain insurance solutions for protecting retirement savings from long-term care costs. We compare hybrid life insurance policies with standalone long-term care coverage. We help clients evaluate asset protection strategies while considering Medicaid eligibility implications and estate planning considerations.
People
Brent M. Crawley
Founder, Managing Advisor
Brent Crawley established The Turning 65 Advisor to provide personalized Medicare solutions. With AHIP certification and extensive training, he specializes in helping retirees navigate complex insurance options while maintaining a client-focused approach to coverage decisions.
James E. Plemons
Managing Advisor
James Plemons assists clients with Medicare plan selection and insurance optimization. As a licensed advisor, he focuses on explaining coverage differences and identifying cost-effective solutions tailored to individual healthcare needs and financial situations.
Rene' M. Crawley
Director of Finance and Accounting
Rene' Crawley manages financial operations while supporting clients with insurance cost analyses. Her expertise ensures accurate premium comparisons and helps clients understand long-term financial implications of their Medicare coverage choices.
Questions
What are Medicare eligibility requirements?
You qualify for Medicare at age 65 or younger with certain disabilities/end-stage renal disease. We help verify eligibility and guide enrollment processes.
What Medicare services do you offer?
We specialize in Medicare Advantage, Supplement, and Prescription Drug Plans. We also provide asset protection strategies and long-term care insurance guidance.
How do you help with insurance choices?
We compare plan costs, coverage details, and prescription drug benefits using Medicare.gov tools to find affordable, personalized solutions for your needs.
What should I bring to our meeting?
Bring current insurance documents, prescription lists, and medical history. We'll review your specific needs to identify optimal coverage options.
Are you AHIP certified?
Yes, all our advisors maintain annual AHIP certification and complete 80+ hours of Medicare-specific training yearly with top industry carriers.
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