About
I'm Kate Lis — a licensed health insurance agent, mom of two, and someone who genuinely believes that navigating Medicare shouldn't feel overwhelming.
I got into this work because I saw too many people I care about struggle to understand their options when they turned 65 — confusing mail, conflicting advice, and decisions that felt permanent even when they weren't. I wanted to be the person who sits down, explains things in plain English, and actually listens.
Today I help people across AR, FL, IL, KY, LA, MI, MS, NC, and TX compare Medicare Advantage, Medicare Supplement, and Part D drug plans — at no cost to you, since I'm paid by the insurance carriers, not by my clients. My goal is simple: make sure you understand your choices well enough to feel confident, not confused.
When I'm not helping clients, you'll find me chasing around my two kids, or working on my nonprofit, SPIFI, which provides scholarships to first-generation American students. I believe in building things that actually help people — whether that's a Medicare plan that fits your life, or a scholarship that changes a student's path.
Medicare Options and Ancillary Products
Medicare Advantage Plans
Explore our Medicare Advantage plans that replace Original Medicare and offer comprehensive coverage, including hospital and medical services, often with additional benefits, like dental, vision, hearing, gym memberships, flex cards, Part B giveback and more, at low or no extra cost.
Supplemental Medicare Plans
Our supplemental Medicare plans are designed to fill the gaps in original Medicare, providing you with the financial protection you need against unexpected medical expenses.
Part D Prescription Drug Plans
Ensure you have access to necessary medications and avoid penalties with our Part D plans, which help cover prescription drug costs and offer various choices to fit your prescription needs.
Hospital Indemnity Plans
Make sure you're covered if you're hospitalized or facing a large medical expense with a fixed cash benefit.
Additional Plans and Coverage
Stand alone dental, vision or hearing plans, Heart attack or stroke policies, Cancer plans, accident insurance, and final expense insurance
Client Testimonials
"Kate made navigating Medicare a breeze! She is so knowledgeable and supportive, and she was able to explain it all so that I could follow along and understand it all too. I'm no expert by any means, but I'm not green either."
Emily R.
"I appreciate the personalized service I received from Kate. She helped me choose the right plan for my health needs right now and came up with a game plan for the next couple of years to make sure all my medical, dental and hearing fit into my budget."
Susan
"The attention to detail and care shown by Kate was exceptional. She was really able to foresee certain situations I would have never thought about. I felt valued and well-informed throughout the process and am so confident that I have the right plans in place."
Mark
FAQ
What is Original Medicare
It is the federal health insurance program people have been paying into during their career. It's made up of usually no cost Part A (Hospital coverage) and Part B (Medical coverage) that has a monthly premium.
Who is eligible for Medicare?
Individuals when they turn 65 who have worked for at least 10 years and paid taxes, certain younger people with disabilities and those with end stage renal disease.
What Makes Us Different?
We specialize in Medicare solutions tailored to your specific needs, ensuring you receive personalized advice and support every step of the way. Our commitment to education and support sets us apart. We prioritize your understanding of Medicare and work to build lasting relationships with our clients.
What Services Do You Offer?
We provide a comprehensive range of Medicare services, including Advantage plans, supplemental plans, Part D, and more, all aimed at enhancing your healthcare experience.
How to Change My Medicare Plan?
If you need to make changes to your Medicare plan reach out to your local licensed agent. If you don't have an agent, our team is here to assist you. Kate is licensed AR, FL, IL, KY, LA, MI, MS, NC, and TX. Reach out to her via the contact me page, and I will guide you through the necessary adjustments.
Can I Review My Coverage Regularly?
Absolutely! We encourage regular reviews of your Medicare coverage to ensure it continues to meet your needs. Important dates to remember
Oct 15-Dec 7 is AEP when you choose your Medicare Plan for the following year.
Jan 1- March 31 GEP for those that missed their window to sign up for Original Medicare. Also the time to switch Advantage plans or back to Original Medicare.
The 7 months surrounding your 65th birthday when you apply for Original Medicare and decide on Medicare Advantage Plans.
SEP (dates can vary) Special Enrollment Periods Sign up or change plans outside normal windows usually within 60 days of a major life event like moving or losing job-based insurance, developing a chronic condition, starting medicaid benefits, moving in out of a nursing home.
Our team is always ready to discuss any updates.
Book a Free 20-Minute Plan Review
If you live in IAR, FL, IL, KY, CA, MI, MS, NC or TX and have questions or need assistance with your Medicare options, reach out via phone, email, or fill out our contact form, and let us help you navigate your healthcare journey.