Press Release: ATLANTA, September 28, 2026
Medicare Caddy, LLC today announced an expanded approach to Medicare guidance built around an increasingly important idea: choosing Medicare coverage should not be treated as a once-a-year transaction.
Through its
12-month Medicare Concierge Services, Medicare Caddy provides individuals and couples with personalized guidance before, during and after their enrollment—helping them understand Medicare options, evaluate coverage and costs, complete enrollment, and respond as healthcare needs and coverage options change.
The model also creates a new opportunity for financial advisors and wealth management professionals to extend their client service into an area that can significantly affect retirement planning: healthcare coverage.
“Financial advisors spend years helping their clients prepare financially for retirement, but when Medicare enters the picture, clients are often left to navigate an entirely different and complicated system on their own,” said Greg O’Brien, Founder, Medicare Caddy, LLC. “We believe there is a better way. Medicare Caddy gives advisors a trusted Medicare resource they can place alongside their clients for an entire year.”
From Medicare Enrollment to Medicare Guidance
The introduction of Medicare Caddy’s Concierge Services comes as the broader health insurance industry is recognizing increased consumer demand for ongoing advisory relationships.
A 2026 eHealth survey of more than 1,500 Americans found that 87% of respondents believe it is important to have an insurance advisor who can help them understand coverage options year-round—not simply during enrollment periods.
Medicare Caddy’s approach is designed around that same fundamental need for continuing guidance while focusing specifically on the Medicare decisions facing individuals approaching or living in retirement.
The company’s concierge process helps clients:
· Understand Medicare eligibility, timelines and coverage options in plain language;
· Evaluate insurance plans, companies, networks, prescription coverage and potential costs;
· Complete electronic enrollments correctly and on time;
· Access Medicare guidance and answers throughout the 12-month concierge period;
· Monitor insurance plan changes, particularly prescription drug coverage; and
· Conduct an annual review to determine whether existing coverage continues to meet the needs.
Each client receives a Medicare Caddy Scorecard—summarizing key benefits, coverage details and insurance plan information
to provide peace-of-mind.
A New Client-Service Tool for Financial Advisors
Medicare decisions do not exist in isolation from financial planning. Premiums, deductibles, prescription costs, provider networks, and potential out-of-pocket expenses can all affect a retiree’s financial well-being.
Medicare Caddy Concierge Services are designed to actively complement the important role of the financial advisor.
Financial advisors, wealth managers and other professionals serving individuals approaching retirement can provide the 12-month service to clients, giving them direct access to Medicare expertise while allowing the advisor to remain focused on the broader financial relationship.
“An advisor does not need to become a Medicare expert,” said O’Brien. “The advisor needs a Medicare expert they trust enough to introduce to a valued client. We want Medicare Caddy to be that resource.”
Simple, Transparent Pricing
Medicare Caddy’s 12-month Concierge Services are offered at
$300 per individual or $500 per couple. The service can be purchased directly or provided by a financial advisor as a client benefit.
“Our goal is not simply to help someone select an insurance plan,” said Jordan Wood, Senior Operations Manager. “Our goal is to give people clarity and confidence throughout the Medicare decision-making process—and to be available when the next question arises.”
About Medicare Caddy, LLC
Medicare Caddy, LLC is a Georgia-based Medicare advisory firm helping individuals and couples navigate Medicare with expert guidance, clear direction, and confidence for the course ahead. Its 12-month Medicare Concierge Service provides personalized support from Medicare education and insurance plan evaluation through enrollment and ongoing annual guidance.
Medicare Caddy is an independent insurance agency and advisory service and is not connected with or endorsed by the U.S. government or the federal Medicare program. For additional information about Medicare Caddy Concierge Services, visit https://www.MedicareCaddy.com.
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MEDIA CONTACT
Jordan Wood
Medicare Caddy, LLC
770-668-5040
Jordan.Wood@MedicareCaddy.com
