“Our goal is to help families maximize the resources available to them. It really is that simple.”

Christian White  |  Founder

How We Can Help

Medicare Education & Guidance

We take great pride in counseling our seniors to provide independent research to assist our clients in making the appropriate choice for their Medicare coverage. Making Medicare easy to understand is our goal. Explanation of what Medicare Parts A and B cover, detailing all the deductibles, copays and coinsurance, how Medicare Advantage plans (part C) work, and help choosing a cost effective Part D plan to cover medications are covered individually with each client.

Life Insurance Strategies

A permanent life insurance policy is a financial instrument funded with specific performance expectations based on your goals and objectives. Survivor income for your family and death benefit protection for your estate plan. We specialize in researching the most cost-effective life insurance plan for families and small businesses.

Long-Term Care Education

One of the most important calculations in retirement planning is to understand the potential risks and costs of home care and facility care. At Casco Bay Insurance Associates, our partners will provide critical information to help you and your family plan ahead financially to help identify a strategy to determine who and how care would be administered and to give our clients the flexibility to remain in their own home longer.

Your Medicare Choices

Step 1: Enroll in Original Medicare

Original Medicare

Provided by the Federal Government

Part A
Helps pay for hospital stays and inpatient care.

Part B
Helps pay for provider visits and outpatient care.

Step 2: After You Enroll, There are Two Ways to Get Additional Coverage

Option 1

Add one or both of the following to Original Medicare.

Medicare Supplement Insurance
Offered by Private Companies

Helps pay for some or all of the costs not covered by Original Medicare.


Medicare Part D Plan
Offered by Medicare-Approved Private Companies

Helps pay for prescription drugs.

Option 2

Choose a Medicare Advantage Plan.

Medicare Advantage Plan
Offered by Medicare-Approved Private Companies

Part C

Combines Part A (hospital insurance) and Part B (medical insurance) in one plan.

Part D

Often include prescription drug coverage.

May offer additional benefits not provided by Original Medicare.

Graphic Courtesy of United Healthcare

“We have known Chris for 15 years. He helped us consolidate our retirements plans and researched the best way to liquidate my 403B plan. We very much enjoy our meetings with Chris and trust he will be there for our only daughter in the future. Chris reviewed and explained our home healthcare policies to ensure they meet our needs.”

— Herbert & Joyce || Read More Testimonials