Wealth Management Partnership Program

When asked about Medicare, do you have a have a high-touch solution to offer your clients?

Offer Your Clients Medicare Education and Enrollment Services Designed for High Net Worth Customers

One-on-one client consultation in person or over the phone
Three-way phone consultation with you and your client
Group Medicare education seminars for clients at your office or offsite
Annual review of client’s Medicare insurance
Online enrollment options that are easy and convenient for clients
Monthly educational Medicare newsletters that clients can benefit from pre-65

Who is Connexion?

Connexion is one of the largest General Agencies in the Northwest and has served the area for 30 years. Connexion supports you and your clients with a team of account executives, customer support representatives, reporting and marketing.

Ann Farrison

VP Sales - Senior Markets & Individual Lines

Kevin Peterson

Sales Executive

Lindsey Carlson

Sales Executive

Juline Duff

Account Executive

Cindy Brooks

Account Manager

TJ Claflin

Account Specialist

Lori Heyne

Medicare Specialist

Huy Ngo

Data Analyst

David Lee

Marketing Manager

Miranda

Marketing Program Manager