We hope you enjoy a new website experience designed to support your financial wellbeing. New tools and resources are coming soon.

Medicare

You’re never alone with Lake Trust Financial Life Planning. Navigating the Medicare space can be a daunting task, but our team and partners are ready to help you embark on a new adventure.

Woman sitting on couch scrolling on her cell phone.

How can we help?

Medicare health insurance is available to qualified individuals over age 65. As you adjust to life in retirement, it can be confusing to figure out how much insurance you need for your new lifestyle. So we’ve partnered with Jackson Kennedy LLC to give you some guidance. We’ll help you decide which plan works best for you and walk you through the sign-up process.

icon

 

Medicare Part A

(Hospital coverage)

icon (2)

 

Medicare Part B

(Medical coverage)

icon (1)

 

Medicare Supplement

(Medigap) Plans

icon (3)

 

Medicare Part C

(Medicare Advantage)

icon (4)

 

Medicare Part D

(Prescription coverage)

icon (5)

 

Dental/Vision

icon (6)

 

Post-Hospital Coverage

Do you have more questions? We're here to help.

Contact Us

HEALTH INSURANCE PLANNING

A partner for planning ahead.

Medicare options are always changing. And when your circumstances change, look to our partners at Jackson Kennedy LLC. They can review your Medicare policy and go through new options at no cost. Tell us a little bit about yourself and they'll give you a call to set up an appointment.

Connect with our team to start planning.

Contact Us
Medicare Insurance is made available by Jackson Kennedy Insurance & Investments and is underwritten by leading insurance companies. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union. DPGAP-1112- 21A0.