Broker Check

Medicare - Transition Made Simple


If you are nearing Medicare eligibility, chances are your mailbox is flooded daily with everything from postcards to letters to government documents that ALL look important and URGENT!

Joshua David is the Assistant Division Manager with Physicians Mutual Insurance Company serving both North and South Carolina.  Josh has been helping seniors understand their rights, options, and entitlements under the Medicare program for over seven years.  Josh’s focus is giving you the senior the information about Medicare which allows you to interview the agents instead of being sold.

If you missed our Medicare Seminar on November 10, 2015 and have any questions regarding Medicare, please feel free to contact Debbie Peterson at 704-315-5623 or [email protected], or you may contact Joshua David at (866) 867-0163 or [email protected].

Here are some helpful links:

Main Medicare website;

Drug Coverage (Part D):

Find Health and Drug Plans:

Publications: Medicare and You, 2016  and Choosing a Medigap Policy

Please continue to visit our website for other upcoming events or sign up for our emails to receive current communications from us.


Joshua David, Brent DeVantier and Franklin Square Investments are not affiliates of Money Counts, Inc., Summit Brokerage Services, Inc., Summit Financial Group, or any of its affiliates.

This seminar has been partially funded by Franklin Square Investments.