Understanding your financial challenges ... first-hand

Medicare & Health Insurance

Advising clients on Medicare Supplemental Insurance, Medicare Advantage and Medicare Part D (Rx Drug) Plans is a crucial part of retirement income planning.


“We deliver to our clients what many traditional insurance companies don’t – First class service in your home, a concern for YOUR needs, and a complete independent relationship with you, not a company.”

- Jeff Mohlman, Director


This is very important – Agents from most insurance companies are paid to enroll you in their plan and therefore cannot be objective. We can enroll you in any plan you choose, help you with plan selection and provide ongoing, expert guidance on all Medicare plans. Our highly trained Medicare agent partners focus on plans for people with Medicare - not just offering some uniform Medicare product.


By partnering with over 18 different insurance companies the decision remains on the client’s side because the insurance agent has no bias or commitment to any insurance company. You will be presented the best plans at the best price (only well-rated insurance companies) as well as professional, individualized service.


What is Medicare?


Medicare is the federal health insurance program for people who are 65 or older, or if you are under age 65 you may qualify because of a disability or another special situation.


Medicare helps millions of American seniors and disabled individuals cover some of their health care costs. Medicare also offers important choices in how you want to receive benefits.


The different parts of Medicare help cover the costs of specific services.


Hospital Insurance (Medicare Part A)


Medicare Part A covers inpatient hospital stays, care in a skilled nursing facility, hospice care, and some home health care.


Medical Insurance (Medicare Part B)


Medicare Part B covers certain doctors' services, outpatient care, medical supplies, and preventive services.


Medicare Advantage Plans (Medicare Part C)


A Medicare Advantage Plan (Part C) is a type of Medicare health plan offered by a private insurance company that contracts with Medicare to provide Original Medicare (Parts A and  B) benefits. Medicare Advantage Plans can combine hospital, doctor and drug coverage in one plan, and may include extra benefits not offered by Original Medicare.


Prescription Drug Plans (Medicare Part D)


Medicare Part D Plans add prescription drug coverage to Original Medicare and some other Medicare plans. These plans are offered by insurance companies approved by Medicare.


Help make retirement worry free and help save on health care costs. If you're new to Medicare, or know someone who is, we can help make the transition easy.


Mohlman Financial offers independent annuity and life insurance product information to the public, and is not a licensed insurance agent or agency. Nothing on this website is a recommendation to buy or sell an annuity or life insurance product. All website content is for educational purposes only. No product companies have endorsed the reviews on this site, nor is Mohlman Financial compensated for reviews. Mohlman Financial does not rate or endorse any specific product, insurance agent or agency and does not warrant any information on this web site. Mohlman Financial does not provide tax, legal, accounting, fiscal, or investment advice. Mohlman Financial claims no liability for any actions or advice given or decisions made in conjunction with this website or the agents on this website. It is your responsibility to research and consult with a licensed financial service professional about your personal situation before making any financial decisions. The strategies found on this website have been provided for an independent network of licensed insurance agents. We hold no liability for any actions or advice given by these independent licensed insurance agents or decisions made by any client in conjunction with this website or agents on this website.



Founded by Jeff Mohlman in 2012, Jeff brings 14 years of industry experience in Safe Retirement Income Planning to the clients that he and his team serve. It was Mohlman's goal .....

Mohlman Financial

4257 Mona Circle

Dayton, Ohio 45440



Mohlman Financial Company Affiliations