Before you meet with any insurance agent, you should know how they get paid, where you'll meet, and what they will and won't do for you. Here are those answers for Bill. You can read his story on the about page, see how Medicare agents get paid, and use the Medicare review checklist to prepare.
Frequently asked questions
Nothing. Bill is paid by the insurance company when you enroll in a plan or buy a policy, not by you. It works the same way your auto insurance agent gets paid. There is no fee for the first meeting, for the plan comparison, or for the review he does with you each fall. If you decide not to buy anything, you still owe nothing.
Bill meets clients at his office at 285 S 68th St Place, Suite 207, in Lincoln, where you sit down at the table and talk it through. He still does home visits, about once or twice a week. He also meets by phone or video, which can help if you live farther out in Nebraska or can't easily get to Lincoln.
Yes. Bill focuses on Lincoln and the surrounding communities, and he also has clients in Omaha, Grand Island and other parts of Nebraska. People in smaller towns can meet him by phone or video, or come into the Lincoln office when they're already in town for a doctor's appointment. He is also licensed in some other states, so ask if you have family elsewhere.
Bring a list of every medication you take, with the dose and how often you take it, because that is where every review starts. Also bring the names of your doctors and the hospital you prefer, your Medicare card or your employer coverage details, and any plan letters you've received, like an Annual Notice of Change. A rough idea of your monthly budget for premiums helps too.
Usually 30 minutes to an hour, depending on how much ground you need to cover. Couples generally take at least an hour, since there are two sets of medications, doctors and budgets to look at. Bill doesn't rush appointments into a 15-minute slot. The goal is for you to understand your options well enough to make a decision you're comfortable with.
No. Bill explains how Medicare and your options work, runs the math with your medications, doctors and budget, and shows you the plans side by side. Then you decide. As he puts it, 'It's not my decision. I can't say, we're gonna put you on this plan here, Bob.' If you call him months later asking why you chose a plan, he'll do his best to walk you back through it.
No. Bill represents a number of insurance companies, but he does not offer every plan available in your area. For information on all of your options, you can use Medicare.gov or call 1-800-MEDICARE (1-800-633-4227), available 24 hours a day, 7 days a week (TTY 1-877-486-2048). Nebraska SHIP, formerly SHIIP, also offers unbiased one-on-one counseling at 1-800-234-7119.
He will tell you. If the plan that fits you is with a company he isn't appointed with, Bill will either get appointed with that company or find someone who can help you enroll in it. He says this has happened a couple of times. The point of the review is getting you into the right plan, not steering you toward the companies he happens to represent.
Yes. Plans for the next year are posted October 1, and the Annual Enrollment Period runs October 15 to December 7, 2026, for 2027 plans. Bill calls his clients himself and asks what has changed: new medications, new doctors, a move. If your plan still fits, he tells you why and leaves you there. If not, he shows you a different plan with the same company or a different company.
It is a short form Medicare marketing rules require before an agent meets with you about Medicare Advantage or Part D plans. It records which types of plans you want to talk about, and for in-person meetings it must be in writing. It doesn't sign you up for anything. Starting with marketing for 2027 plans on October 1, 2026, the old 48-hour wait between the form and the meeting is gone.
No. Bill Jurey is an independent licensed insurance agent with Good Life Retirement Solutions in Lincoln. He is not connected with or endorsed by the U.S. government or the federal Medicare program. He has been licensed in life and health insurance since 2017 and has helped people with Medicare since 2020. You can confirm his license through the Nebraska Department of Insurance.
No. Bill works with Medicare and other health and life insurance. He isn't an accountant, investment adviser or attorney, and he will tell you when to bring one into the conversation. He doesn't enroll people in Medicaid; applications go through iServe Nebraska or Nebraska DHHS. He can explain how Medicare and Medicaid work together and help people who have both choose Medicare coverage.
Use the Nebraska Department of Insurance's agent and company search, which runs on a licensing database maintained by an NAIC partner. You can also look up an agent's National Producer Number through NIPR, the National Insurance Producer Registry. The Department of Insurance posts disciplinary actions against agents on its website, and you can file a complaint with it at 877-564-7323 from inside Nebraska.
Sources
- eCFR: 42 CFR 422.2264, Scope of Appointment rules (opens in a new tab)
- eCFR: 42 CFR 422.2267, required TPMO disclaimer (opens in a new tab)
- CMS: Contract Year 2027 Medicare Advantage and Part D final rule fact sheet (opens in a new tab)
- Nebraska Department of Insurance: Company and producer search (opens in a new tab)
- NIPR: Look up your NPN (opens in a new tab)
- Nebraska Department of Insurance: SHIP and SMP (opens in a new tab)
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. 1-800-MEDICARE (1-800-633-4227) is available 24 hours a day, 7 days a week. TTY users can call 1-877-486-2048.
