Our Services

Rebecca Montero specializes in helping seniors find the right health insurance coverage to meet their needs and budget. RLM partners with top-rated national and regional carriers to offer a wide range of Medicare options, including Medicare Supplement (Medigap) plans, Medicare Advantage (Part C) plans, and Part D prescription drug coverage. Our personalized approach ensures that every client receives a plan designed around their preferred doctors, medications, and lifestyle priorities.

In addition to Medicare plans, we also provide guidance on other forms of senior health coverage, such as dental, vision, and hearing insurance, as well as hospital indemnity and critical illness policies that help fill coverage gaps. As a  licensed broker Rebecca takes the time to explain each plan’s benefits, costs, and enrollment procedures, offering free, no-obligation consultations both in person and online. We believe that seniors deserve clear information—not sales pressure—so our focus remains on education and trust.

[Because it’s that time of the year, our focus at this time is Medicare coverage for seniors.
We also provide additional financial services including: financial planning, annuities,
life insurance, real estate and money management advice and support.]