Business Details
Your Trusted Insurance Partner in Wichita, KS
Plan Life Wise is an independent insurance agency dedicated to helping clients navigate health, life, and supplemental insurance options. Our experienced team works with multiple carriers to provide personalized solutions tailored to individual needs. We prioritize clear communication, offering straightforward explanations of complex policies without industry jargon. With expertise in Medicare supplements, prescription drug plans, long-term care, and retirement strategies, we serve clients across Kansas and surrounding states.Our mission is to empower clients with confidence in their coverage decisions through free consultations and face-to-face appointments. As industry veterans with decades of combined experience, we focus on protecting clients' health and financial futures through customized insurance strategies.
Services
Medicare Supplement Plans
Prescription Drug Plans
Health Insurance
Life Insurance
Long-Term Care Planning
Medicare Advantage Plans
Annuity Products
Estate Planning Reviews
Hospital Supplemental Coverage
Dental and Vision Insurance
Highlights and features
- We offer independent insurance comparisons across multiple carriers
- Our team has decades of combined industry experience
- We provide personalized prescription drug plan evaluations
- We serve clients in multiple states with multilingual support
- We offer free face-to-face consultations with insurance experts
What people say
Tremendous help
Efficient in paperwork
Goes above and beyond
Knowledgeable and thorough
Saved significant money
Services
Medicare Supplement Plans
We help clients understand and select Medicare supplement plans that fill coverage gaps in Original Medicare. Our agents compare plans from all major carriers to find options that cover deductibles, copayments, and other out-of-pocket expenses. With expertise in plan benefits and regional requirements, we guide clients through enrollment and annual adjustments to ensure continued coverage alignment.
Prescription Drug Plans
Our personalized prescription drug plan evaluations analyze clients' medication needs and current coverage effectiveness. We compare formularies, tier structures, and pharmacy networks across providers to identify cost-saving opportunities. By reviewing annual plan changes and medication updates, we help clients maintain affordable access to necessary prescriptions while minimizing unexpected expenses.
Long-Term Care Planning
We provide guidance on long-term care insurance solutions that protect assets from healthcare costs associated with nursing homes, assisted living, or in-home care. Our approach combines insurance products with financial strategies to create comprehensive plans that reduce family financial burdens while ensuring quality care access when needed most.
Health Insurance
We offer comprehensive health insurance solutions for individuals and families, comparing plans across carriers to balance premiums, deductibles, and benefits. Our agents explain coverage options including dental, vision, and supplemental benefits, helping clients select plans that match their healthcare needs and budgetary requirements through both marketplace and private offerings.
Life Insurance
We assist clients in selecting life insurance products that provide financial security for loved ones. Our offerings include term life, whole life, and final expense policies tailored to individual needs. We help determine appropriate coverage amounts and policy structures that align with clients' financial goals and family protection requirements.
People
Cindy Fortune
Insurance Broker
Licensed insurance broker with accounting background and CPA experience. Specializes in Medicare supplements, life insurance, and financial planning. Committed to helping clients make informed coverage decisions through personalized guidance and industry expertise.
Jessica Edwards
Medicare Agent
7+ years experience in Medicare and Medicaid insurance. Focuses on helping clients navigate complex insurance decisions with personalized service. Serves multiple states while maintaining local community connections through client-centered care and comprehensive plan comparisons.
Teresa Eden
Insurance Agent
Licensed agent specializing in Medicare Advantage and Supplement plans. Provides personalized insurance solutions with emphasis on client education and benefit maximization. Brings extensive experience in health and life insurance products to help clients make confident coverage choices.
Yolanda Moreno
Insurance Agent
Bilingual insurance agent serving English and Spanish-speaking clients. Specializes in Medicare plans, life insurance, and annuities. Provides culturally competent service while helping clients select coverage that matches their lifestyle and financial protection needs.
Diane Meyer
Insurance Agent
40+ years healthcare experience informs compassionate insurance guidance. Focuses on simplifying complex insurance decisions for clients. Combines industry knowledge with personalized service to help individuals and families find appropriate coverage solutions.
Questions
How do you help clients choose insurance plans?
We compare multiple carriers' plans to find coverage matching your specific needs, explaining options clearly without industry jargon while prioritizing your best interests.
What Medicare supplement options do you offer?
We provide comprehensive Medicare Supplement (Medigap) plan comparisons from all major carriers, helping you understand coverage differences and select the most appropriate option.
Do you offer prescription drug plan evaluations?
Yes, we conduct personalized prescription drug plan evaluations to ensure your medications remain affordable and your coverage adapts to changing needs.
What areas do you serve?
We serve clients throughout Kansas including Wichita, Andover, and El Dorado, plus Missouri, Oklahoma, Arizona, and neighboring states with remote consultation options.
Do you offer face-to-face consultations?
Yes, we provide in-person consultations at our Wichita office and can arrange home visits when appropriate for personalized insurance guidance.
