Our Story & Our Promise
At Clear Benefits Advisors, we believe Medicare should be simple, transparent, and in your best interest—not the insurance company’s. That’s why we’ve built a team of trusted guides dedicated to helping retirees, like you, make confident, informed decisions about their healthcare coverage.
How It Started: A Passion for Helping People Make the Right Choice
For Vicki, the journey into Medicare advising wasn’t just a career, it became a calling. She had always been drawn to consulting and problem-solving, so when she was introduced to the business in 2016, she saw the opportunity to help people make one of the most important financial and healthcare decisions of their lives.
A pivotal moment came when she asked her father how he picked his Medicare plan. He told her, “I call my girl at XYZ insurance company, and she tells me which one to pick.” It struck her that many retirees were making major healthcare decisions based on the advice of a single company or relying on one source of information—without comparing all their options and knowing if it’s truly their best for their needs. She knew then that being a Medicare Broker—someone who represents multiple plans and prioritizes the client’s best interest—was the only way to truly serve people the way they deserved. She became the advisor she wished her father had—a trusted expert with access to all plans, advocating for what’s best for the client.
For Terry, joining the business wasn’t just a professional decision, it was about being part of something meaningful. He saw Vicki work long, exhausting hours during the Annual Election Period (AEP), yet every day, she came home energized and fulfilled. He saw firsthand the impact she was making—helping people save money, ensuring they had the best coverage, and offering them peace of mind. Seeing her passion firsthand, Terry knew he wanted to be part of educating and empowering clients to make the best Medicare decisions, too.
Together, they built Clear Benefits Advisors
But it’s not just their story, it’s the commitment of an entire team.
Our Promise: A Team Committed to Putting Clients First
At Clear Benefits Advisors, we follow a simple philosophy:
If it’s not the right move for you, we’ll tell you.
This isn’t just a belief; it’s a promise that every member of our team stands behind.
- Honesty First. If you’re already in the best Medicare plan for your needs, we’ll tell you to stay put.
- No Sales Pressure. If your employer or retiree benefits offer better coverage than anything available on the Medicare market, we’ll advise you to keep them, even if it means turning away business.
- Education Over Sales. We don’t just enroll you in a plan, we make sure you understand your options and feel confident in your choice.
- Putting Clients First. We work for you, not the insurance companies.
Our Commitment to You
Our team is united in this mission, ensuring every client receives honest, expert guidance with the same care and integrity we would give our own parents. That’s why clients trust us, refer us to their friends and family, and come back year after year.
Every day, we help retirees and those 65 and over navigate Medicare decisions with transparency, integrity, and care—whether they are enrolling in Medicare for the first time, reviewing their current plan, or making sure they’ve already made the best decision.
As Clear Benefits Advisors continues to grow, this commitment remains the foundation of everything we do. No matter where you are on your Medicare journey, we are here to help you make informed, confident choices.
If you’re ready for expert, honest Medicare guidance, we’re here to help.
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From Medicare EASY! to Clear Benefits Advisors
At Clear Benefits Advisors, our mission has always been to make Medicare simple, stress-free, and clear. But before we were Clear Benefits Advisors, we were Medicare EASY!
The Name That Started It All
When Vicki first started the business, she quickly noticed a pattern—after sitting down with her, clients would say, “Wow, you make this so easy!” She could see the stress melt off their shoulders as they finally understood their Medicare options. Wanting to capture that experience, she named the company Medicare EASY!, because that’s exactly what she aimed to provide.
A Change in Regulations, A New Identity
In 2023, CMS (Centers for Medicare & Medicaid Services) ruled that no company selling health insurance could have “Medicare” in its name. While this decision was disappointing—because Medicare EASY! so clearly represented the value the company provided—Vicki and the team persevered.
They rebranded as Clear Benefits Advisors, a name that reflects the same core mission:
✔ Providing clear, honest guidance in a complex industry.
✔ Helping clients understand the benefits available to them.
✔ Expanding beyond Medicare to support additional needs as they arise.
And for those who love a little inside joke—Clear Benefits Advisors (CBA) is a subtle nod to the ABCs of Medicare, making it a natural fit for the company’s expertise.
Why We Still Co-Brand
While our name has changed, we know that recognition and trust take time. That’s why we continue to co-brand between Clear Benefits Advisors and Medicare EASY!, ensuring that our clients and community have plenty of time to recognize that we are the same trusted company they have known and relied on for years.
What hasn’t changed? Our unwavering commitment to making Medicare simple, transparent, and stress-free.
