AMAC Members Advisory Services

An overview of the many services AMAC provides to its members + directory to contact any department when you are in need of assistance.

MEMBER ADVISORY SERVICES

AMAC MEMBERS HAVE ACCESS TO EXCLUSIVE SERVICE DIVISIONS AS PART OF THEIR MEMBERSHIP:

. AMAC'S MEDICARE ADVISORY SERVICE . AMAC'S UNDER 65 HEALTH INSURANCE . ROSEMARK ADVISORS . SOCIAL SECURITY ADVISORY SERVICE

THE AMAC MAGAZINE

visit: amac.us for more

MEDICARE ADVISORY SERVICE

• Contact the Medicare Advisory Service at 855-624-6236 • Regular hours are Monday - Friday 9am - 7pm EST (check myamacmedicare.com for Annual Enrollment Period extended hours.) • Have your Medicare card on hand • Have a list of your medications ready, if any TIPS FOR USING AMAC'S MEDICARE ADVISORY SERVICE • CHOICE – unlike AARP, we offer plans from multiple carriers. This gives members the ability to choose the plan that suits them best and the option to easily change plans with the help of their dedicated AMAC advisor. • Quotes are provided immediately over the phone. Members may also request a quote online by visiting myamacmedicare.com • Advocacy – our members like what we do on Capitol Hill and enjoy doing business with a company aligned with their beliefs.

What is it? Medicare Advisory Service is a resource for our members who are either aging into, or already on Medicare. We provide full support to our members as they enter the world of Medicare, and for all the years after.

BY CALLING TOLL FREE AND SPEAKING WITH ONE OF OUR LICENSED, DEDICATED ADVISORS, MEMBERS CAN: • Ask general Medicare questions • Obtain specific Medicare plan information • Check eligibility • Check Medicare plan availability in their area • Get quotes on specific plans • Enroll in a plan • Change plans or disenroll from a plan (specific enrollment periods may apply)

I knew that a Medicare Advantage plan was not for me, but I couldn’t figure out exactly what plan WAS. Diana [amac medicare agent] was so knowledgeable and went above and beyond to explain the plans to me. She truly cared enough to be sure I understood everything.

- Mary, AMAC Member

- Agent Diana Jordan

HIGHLIGHTS

• Personal service. Members work with the same advisor every time they call. • Products available: Medicare Supplement, Medicare Advantage, Prescription Drug, Critical Illness. • Expert guidance. Our advisors are highly trained and come with years of experience in the senior market.

855-624-6236 . myamacmedicare.com

“When I retired recently, I needed to set up health insurance for my wife, Marie, who was not yet Medicare age. We were able to save a significant amount of money each month compared to what we were quoted by Cobra and other insurance companies. Each of my experiences dealing with the Health & Dental division has been very positive, and the representatives are very helpful. We are enjoying our membership and encouraging others to join!

UNDER 65 HEALTH INSURANCE

What is it? The Under 65 health insurance division is a resource for our members and their families who have not yet reached Medicare age.

Gary M. Busch - AMAC Member

By calling toll free and speaking with one of our licensed, dedicated agents, members can: • Ask general health insurance questions • Obtain specific health plan information • Enroll in an ACA compliant plan or a non-compliant plan (state restrictions may apply) • Evaluate whether supplemental coverage is needed • Get plan quotes • Enroll, change or disenroll in a plan (specific enrollment periods may apply) WE SPECIALIZE IN MAJOR MEDICAL COVERAGE AND OFFER OTHER COMPLEMENTARY PRODUCTS.

• Contact the Under 65 Health Division at 888-642-7575 • Regular hours are Monday – Friday 9 am - 5 pm EST (visit amac.us/health- insurance-under-65 for extended hours during the ACA Open Enrollment Period) • Have ready your zip code, email address and dates of birth for all family members when you call 888-642-7575 amac.us / health-insurance-under-65

Personal service. Members work with the same agent every time they call. • Products available: Major Medical, Dental, Vision, Critical Illness, Short Term Medical, Long Term Care, Disability, Final Expense. • Doctors and hospitals from large PPO networks; broad range of low deductibles; plans with prescription drug coverage available. • Expert guidance. Our agents are highly trained and come with years of experience. • Quotes are provided immediately over the phone. Members may also request a quote online by visiting amac.us/health-insurance-under-65. HIGHLIGHTS

HIGHLIGHTS

ROSEMARK ADVISORS

By calling toll free and speaking with one of our licensed, professional advisors, members can: • Ask general life insurance and financial planning questions • Obtain specific product information • Purchase insurance or investment products • Evaluate existing coverage to determine What is it? Rosemark is the financial services arm of AMAC. Members have access to personalized financial planning, top rated insurance products, and an impressive selection of financial instruments and services. We are confident that the values we share with our clients will contribute to building a strong working relationship and sound financial strategies.

• Personal service. • Products and services available: Life Insurance, Long-Term Care Insurance, Business Continuity Planning, Disability Insurance, Annuities, IRA’s and IRA Rollover, and Final Expense Insurance. • Wide range of products from top financial institutions • Expert guidance. Our advisors are highly trained and come with years of experience. • Quotes are provided immediately over the phone. Members may also request a quote online by visiting www.rosemarkadvisors.com “It’s good to know that there are good people out there who really do make a difference. We want to thank you for your attention and perseverance in getting my policy resolved and active. I know it was a tedious process.” - Marie L. Carbona (AMAC Member & Rosemark Client)

adequate protection • Get premium quotes • Set up a financial plan or estate plan

TIPS FOR USING THIS BENEFIT

• Contact Rosemark at 855-647-2622 • Hours are Monday – Friday 9 am- 6 pm EST • You may be asked to provide some health information to obtain a preliminary quote

855-647-2622 | rosemarkadvisors.com

SOCIAL SECURITY ADVISORY SERVICE

• Knowledgeable, professional, friendly service. Your dedicated Social Security Advisor will assist you every step of the way in resolving your problem. • Extensive free information and educational resources available, including live webinars • Advocacy – our members like what we do on Capitol Hill and prefer working with an organization aligned with their beliefs. HIGHLIGHTS

What is it? As part of the non-profit AMAC Foundation, the Social Security Advisory Service provides credible, unbiased information to people who are in or aging into Social Security. Counseling is provided free of charge by a nationally accredited staff who are highly qualified to assist retirees and pre-retirees with the intricacies of Social Security.

I am honored to have the opportunity to support the vision of the AMAC Foundation. It is common to hear ‘we love helping people’ from those working for non- profits. And though that may be true, that phrase runs much deeper here at the Foundation. Those who reach out for our assistance are greeted by a dedicated team

By either writing, emailing, visiting our website, or calling toll free and speaking with one of our accredited advisors, members and non-members can: • Ask general Social Security questions • Get professional help with a specific Social Security problem • Register for an educational seminar or webinar • Learn about our podcasts: the Social Security Podcast and the Ask Rusty Podcast • Learn more about our website SocialSecurityReport.org You can also contact the Foundation to get a copy of the latest “Ask Rusty" book, written by one of the Foundation's own Social Security Advisors, Russell Gloor.

who not only have the deepest knowledge of Social Security, but also a love of community and a commitment to serving American seniors who are retired or about to retire. It is a privilege to maintain, strengthen, and create programs that enrich the lives of our seniors, veterans, and all those who request our help. - Joleen Teninty , Executive Director of the AMAC Foundation

800-713-6379 | amacfoundation.org