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Alan Trotsky
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
- 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.
- 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.
- 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.
- 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.