Client Testimonials
"Rob and Carrie were superb as I first started working with them several years ago. They easily explained and guided me with understanding Medicare and supplemental health insurance. They made it so easy.
My experience is that they are both responsive to my inquiries and have intervened on my behalf when necessary . They are knowledgeable, up to date on current trends and most patient and helpful imparting relevant information. They are reliable professionals who impart customer service excellence. I highly recommend Rob and Carrie." - Anne A. Janesville, WI "I've had my supplemental insurance for Medicare with Rob and Carrie since 2016. I was a referral from my bother who also has Rob. Rob has been so helpful, when I first sought help with getting Medicare Supplement insurance. I asked hundreds of questions and he explained everything in terms I could understand. He did all the paper work and I felt so at ease after our visit. Every year Carrie will check why prescription plan and make sure that I'm getting the best coverage. It's such a joy to talk with them each year and I know that all my needs will be addressed. They both are so caring and professional that I will always send new clients their way. They have been a blessing to me for years now. I won't fo anywhere else for my coverage. Both are very prompt in getting back to me if I have any questions. You won't be disappointed in their service." - Barb K. Cudahy WI "We really can't say enough good about Rob (and Carrie, too!) for the work they've done to help us transition to Medicare and Supplemental Insurance. They always work in a professional manner. They answer questions in a timely manner, and if they are unable to answer, they research for the best solutions. We're sure there are other good agencies out there, but we've never regretted going with Retirement Partners." -Paul and Sue S. New Albany, IN "I was extremely impressed with Rob's thoroughness in considering my needs before recommending the best Part B and D plans for both my husband and me. He was very patient and made sure all the steps were completed. He is quick to respond to either phone calls or emails-something of a rarity these days. I have 2 good friends who will become eligible for Medicare in the next year and the only person they need to help them through the maize is Rob Davies!" -Darlene P, Viola, WI "Rob is very professional. He made the process easy to understand and showed me my options, and found a plan to fit my needs and price point. After talking to him, I needed to look no further." - Diane D. Lancaster, Wi "Thanks to Rob for recommending our particular supplemental insurance for Medicare. We are very happy with the coverage. Every October, Rob and Carrie notify us so that they can research our Part D plans, and will advise us to keep or change plans and/or pharmacies based on many, many plans. Its is a wonderful service. They make it so easy fo us!" - Pamala K. Germantown, WI "My husband and I both have our Medicare supplemental coverage with Rob. We've been with him since 2016. Before our first appointment, we had done extensive research of the many plans available in our state. He offered the best one for us. I've even able to call him or Carrie with any questions I have and get an immediate response. They truly are a great resource to have. " - Jean and Bob K. Madison, WI "I actually went to Rob over two years ago based on a referral from my bother, who has always been extremely particular in researching everything he ever looked at. Rob's professionalism and thoroughness very much impressed me, and I have been happy with the Supplemental Insurance he recommended. His office is also very prompt in researching Part D plans each year for me. He makes it so painless for me. I completely trust Rob and have HIGHLY recommended several people to him and will continue to do so." - Richard W. Johnson Creek, WI "We just wanted to share a quick note and let you know both Rob and his wife Carrie are wonderful people to work with. When it comes to taking care of their clients they make sure they look out for the person's best interest. Guiding to help make the right decisions on Health Care. You always keep us informed on any changes and call us with updates. I know the people that we have referred to you are very pleased to work with both of you. " - Jeannette and Ray G. Olathe, KS "I have never experienced the professionalism of a insurance representative that measured to the degree of service that Rob provided to us. Look no further Rob is the professional that really has your back." - Gregory B. Rock Springs, WI "I cannot recall how I ended up talking to Rob about Medicare in 2014 when I turned 65, but I sure am happy that I did. I am a retired pediatrician, but in spite of my medical background I really had no idea how to sort out the options, including medicare supplements, part D coverage, etc. Rob walked me through each step, gave me the pros and cons of various choices, and basically allowed me to understand the complexities so I could make decisions that made sense. Two years later he did the same thing for my wife when she turned 65. Since then Rob has contacted us each year to either continue our coverage or switch to a more cost effective option for part D coverage. Again, we could not be happier with the six years of our contacts with Rob, and this year Carrie. I highly recommend Rob and Carrie Davies for Medicare, Medicare supplement, Part D coverage and anything else related to these topics. I cannot thank them enough for their expertise and the peace of mind that they have provided for my wife and me." - Patrick Meyer. Middleton, WI |
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