SERVICES
Tailored insurance, guiding you
every step along the way.
01
Full Review
Create a visual comparison together, listing your goals, objectives, and requirements vs. your current plan, and make the necessary changes to be tailored specifically for you and your family. As our health changes, the benefits we need change too.
02
Q & A Session- Informational
Navigating the complexities of health insurance can be difficult. We understand that life is busy, and you may not have the time to figure it out; you can rely on us to do the heavy lifting. Get answers to your essential questions, giving you peace of mind.
03
Mandatory Update- Report a Change
I cannot stress enough how important this is, the IRS will be conducting audits and recouping any overpayments based on outdated information. Consequently, you may be liable for a substantial sum when filing your taxes. We will guide you in avoiding any unexpected financial implications at tax time.
04
2025 Enrollment
Our personalized 2025 Enrollment service, tailored to your specific situations, upcoming health concerns, and family needs, guarantees a stress-free healthcare planning experience. Don't get auto-enrolled into a plan that doesn't make sense for you and your family.
ABOUT
All about
Tailored Benefits
At Tailored Benefits LLC, we believe that everyone deserves access to excellent healthcare. With extensive experience in the health insurance industry, we are dedicated to finding affordable and comprehensive health insurance coverage for all of our clients. When you put your trust in us, you become part of our family. We will work with you every step of the way to ensure that you get the coverage you need to stay healthy and happy. Let us help you find the perfect plan today.
Servicing the following states:
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Ohio
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Georgia
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Indiana
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Kentucky
Experience:
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Life & Health Licensed in all service area states
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Combined experience of over 30+ years
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Multi year Marketplace Circle of Champions
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Marketplace Elite Circle of Champions
APPROACH
Our goal is to protect what you care about most
At Tailored Benefits, we are dedicated to providing personalized guidance to individuals and families, helping them navigate the complex world of healthcare benefits. Our mission is to ensure that you receive the benefits you deserve, tailored to your specific needs and goals, all at a cost you can afford.
With 15 years of experience, we are committed to helping you make informed decisions about your healthcare. We understand that each person's situation is unique, and we take the time to listen and understand your individual needs.
Whether you're looking for health insurance options, exploring Medicare plans, or seeking assistance with healthcare cost management, we are here to guide you every step of the way. We work closely with trusted providers and offer a range of services to help you find the best solutions for your healthcare needs.
Join our community of satisfied clients and discover the peace of mind that comes with having personalized healthcare benefits.
BENEFITS
Strength that speaks for itself
Availability
You are never alone in navigating the complexities of health insurance. I pride myself on being available and responsive to my clients' needs at all times, providing expert guidance and support, ensuring every question is answered
Efficiency
We prioritize exceptional service and efficiency, working tirelessly to ensure that you can navigate your options with ease and confidence.
Trust
. With our expertise and personalized approach, you can feel confident that you are making informed decisions regarding your health and financial well-being.
TESTIMONIALS
What our clients are saying
My family and I were in an expensive plan that we didn't need. Katie pointed us in the right direction, showed us our options and guided us to the plan that was right for my family.
Becky Young
Katie listened and asked questions of me that I had never been asked before. She was an expert in her field and placed me in a plan that would've saved me substantial money last year. She was great!
Tony Driver
My kids just loved her in our meeting and my husband and I did too. She helped our family from the headache of selecting the wrong insurance plan like we did in the past and we are grateful.
Maggie Ball
FAQ
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