GUIDANCE WITH YOU AT THE CENTER
A clearer path.
A more confident
tomorrow.
Medicare and life insurance can feel complicated. With Stephanie Harvey, you have someone to help you make sense of your options—and find your way forward.
EXPERIENCE
HERE FOR WHAT MATTERS
Big decisions.
Thoughtful guidance.
Your health. Your family. Your next chapter. We start by understanding what matters to you, then explore the coverage that may fit.
Make sense
of Medicare.
From your first enrollment to reviewing your coverage, get help understanding Medicare Advantage, Medigap, and prescription drug plans.
Explore MedicarePlan for the people
you love.
Explore term life, guaranteed universal life (GUL), and final expense insurance for the people and priorities you want to protect.
Explore life insurance
YOUR NEEDS. YOUR PACE. YOUR DIRECTION.MEET YOUR GUIDE
Insurance is personal.
So is our approach.
Meet Stephanie Harvey.
With 12 years of insurance experience, Stephanie brings perspective and a personal connection to important coverage decisions. You’ll have a conversation with a real person who takes time to understand your questions.
And if you’re in Southern California, that conversation can happen right at your kitchen table.
A SIMPLE WAY FORWARD
You don’t have to
figure it out alone.
There’s no need to have all the answers before we talk. That’s what the conversation is for.
We listen first.
Tell us about your questions, your priorities, and what you’d like your coverage to do for you.
We explore your options.
Understand the differences, costs, and tradeoffs in the plans and policies available to you.
You choose your direction.
Take the time to make an informed decision. We’ll help with next steps when you’re ready.
A LITTLE PREPARATION GOES A LONG WAY
A new year. A fresh look at your coverage.
The Annual Enrollment Period runs October 15–December 7, 2026, for coverage beginning January 1, 2027. Start with your doctors, prescriptions, and the changes in your current plan.
Your 2027 enrollment guide01Can we meet in person?
Yes. Stephanie offers in-home appointments throughout Southern California. Call to arrange a time and discuss what you’d like help with.
02Do you work with clients outside California?
Stephanie is also licensed in Nevada and Arizona. Contact her to discuss available services and appointment options for your state.
03What should I have ready for a Medicare conversation?
A list of your doctors, prescriptions, preferred pharmacy, and your current coverage is a useful starting point. Please don’t send Medicare numbers, Social Security numbers, or medical details through the website.
04Do I need to know which plan I want?
No. You can start with questions. Stephanie can explain coverage types and help you compare options based on your needs and eligibility. There is no obligation to enroll.
LET’S FIND YOUR WAY FORWARD
Your next chapter starts with a conversation.
Bring your questions. We’ll take the time to work through them, together.