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Alan Trotsky

Alan Trotsky

Insurance and Retirement Specialist · Trotsky Insurance

Alan Trotsky has been a financial professional for over 40 years. Prior to entering the insurance industry, Alan worked as a CPA serving clients with tax and financial planning. He also has experience providing consulting services to numerous businesses in various industries.

What to expect

  1. 01 A conversation What coverage you have now, whether you are still working, and when your window opens. Nothing to prepare and nothing to sign.
  2. 02 Your doctors and your prescriptions We check your prescriptions and your doctors against the plans available where you live. This is the step most people skip and most regret skipping.
  3. 03 Options side by side You see the real trade-offs between the paths open to you, including the ones that are hard to reverse later. Then you decide.
  4. 04 Every fall, we look again Plans change their formularies and networks each year. We review yours before the December deadline, whether or not anything changes.

Talk it through with Alan

What would you like to talk about? (optional)

A 20-minute conversation, no cost and no obligation. Please don’t include account numbers.