The options in your area
We line up the Medicare Advantage and prescription drug plans offered where you live so you can see how they differ, side by side.
Independent Medicare brokerage
Review your Medicare Advantage plan with an adviser who works for you.
Grey State Financial is an independent insurance brokerage. We compare Medicare Advantage and prescription drug options from multiple top-rated carriers in your area and explain them in plain language, at no cost to you.
- Independent brokerage
- Licensed in all 50 states
- No cost to you
- Serving 17+ states
Why independent matters
An independent brokerage that answers to you, not a carrier.
Because we are independent, we are not tied to any single insurance company. We shop top-rated carriers, compare the options available where you live, and put the decision in your hands.
Multiple carriers, one conversation
We provide unbiased comparisons of the plans available in your area, so you can weigh them side by side without chasing down separate quotes from separate companies.
No cost to you
The adviser is paid a fee by the insurance company based on your enrollment. There is no cost to you for the consultation or for the review of your options.
Guidance, not pressure
Our job is to help you understand your choices clearly. You decide what fits, on your own timeline, with no obligation to change anything.
What a plan review covers
A clear look at your coverage, in plain language.
A review is a conversation, not a sales pitch. Here is what a licensed adviser walks through with you.
What your current plan includes
We walk through the coverage you have today, so you start from a clear picture before weighing any alternatives.
Costs and coverage rules
We explain how premiums, copays, networks, and prescription coverage work on each option, so the fine print holds no surprises.
What changes when plans change
Plans update their benefits and networks from year to year. We help you understand what those changes could mean for you.
How it works
Three simple steps, at your pace.
No pressure and no obligation. You stay in control of every decision from the first call to the last.
Request a review
Share your name and a few contact details using the short form. There is no cost and no obligation to continue.
Speak with a licensed adviser
A licensed adviser reaches out during business hours to understand what matters to you and to answer your questions.
Review your options together
Compare the plans available in your area side by side, then decide at your own pace. The choice is always yours.
Who we are
A small, family-run brokerage that puts people first.
Grey State Financial is an independent insurance brokerage, not an insurance company. We shop top-rated carriers and provide unbiased comparisons of the options available in your area. Reach us Monday to Friday, 9 AM to 5 PM Eastern.
Led by Deborah Lader
Our CEO, Deborah Lader, is licensed in all 50 states and known for her ability to make complex insurance issues easy to understand.
Experience you can lean on
Our team brings more than 20 years of collective experience helping people on Medicare navigate their coverage with confidence.
Serving 17 or more states
We currently help clients across 17 or more states compare the options available in their area and understand what those options mean.
Before you request a review
Questions people ask us.
Nothing. The adviser is paid a fee by the insurance company based on your enrollment, so there is no cost to you for the consultation or for the review of your options.
No. A review simply helps you understand the options available in your area. Whether you change anything is entirely your decision, and there is no obligation.
An independent brokerage is not owned by any insurance company. Grey State Financial shops multiple top-rated carriers and gives you unbiased comparisons of the plans available where you live.
The adviser works for you. Because we are independent, our role is to compare the options available in your area and explain them clearly, not to favor any single carrier.
It helps to have your Medicare Parts A and B information available so the adviser can compare the options that apply to you. That is all you need to get started.
Request a plan review with the short form on this page, or call (515) 325-5925. An adviser follows up during business hours, Monday to Friday, 9 AM to 5 PM Eastern.
Request your review
Ready to see the options available in your area?
Share a few details and a licensed adviser reaches out during business hours to compare your Medicare Advantage options. No cost, no obligation.
Call (515) 325-5925