OUR STORY

Born from Real Conversations, Built for Real People

We know Medicare can feel complicated — but it doesn’t have to be.

After 17 years in the insurance field, we’ve seen how confusing details can make people feel stuck. That’s why we created Medicare in a Box — to help you start with clarity and confidence.

In the When Medicare Happens Workbook, you’ll meet Max, your friendly Medicare Navigator. Max helps simplify complex topics, prompting you to think about your healthcare priorities and what matters most when choosing a plan.

Our goal is simple: to give you the tools and understanding you need to make confident Medicare decisions — at your own pace, in your own way.