Help with Medicare, from two licensed agents in Menifee.
Free. No pressure. Call or text — we'll figure out the right plan together.
(951) 319-3545 — call or text, either works.
Licensed in 30 States
California-based
Founded in 2017
Independent agency
Just two agents
Not a call center
Year-Round Help
Mon–Fri, 9–5 PT
Why Work With Us
Two licensed agents. Not a call center. You'll know who you're talking to.
Local Roots
We live and work in the Inland Empire. Our clients are our neighbors.
No Cost to You
There's no cost for our services. We're compensated by insurance carriers, never by you.
Personal Attention
Two agents, not a call center. You'll talk to the same person every time you call.
Licensed in 30 States
We can help you whether you're in California or anywhere else we're licensed.
How It Works
Here's what happens when you call.
Get in Touch
Call, text, or browse plans online. We'll ask about your doctors, prescriptions, and what you can spend.
Compare Options
We'll review plans available in your area and explain how each one works.
Choose Your Plan
Pick the plan that fits. We handle the paperwork and enrollment.
Ongoing Support
Every fall during Annual Enrollment, we check that your plan still works. Call us any time before then with questions.
Get in Touch
Call, text, or browse plans online. We'll ask about your doctors, prescriptions, and what you can spend.
Compare Options
We'll review plans available in your area and explain how each one works.
Choose Your Plan
Pick the plan that fits. We handle the paperwork and enrollment.
Ongoing Support
Every fall during Annual Enrollment, we check that your plan still works. Call us any time before then with questions.
Want to learn more about Medicare before getting started?
Medicare Resource HubHow We Help
The four things people call us about most.
Medicare Advantage Plans
Compare HMO (network-only), PPO (more flexibility), and Special Needs Plans that bundle Parts A, B, and often D with extra benefits.
Medicare Supplement (Medigap)
Find supplemental coverage to help pay costs Original Medicare doesn't, including copayments and deductibles.
Part D Prescription Drug Plans
Review standalone drug plans so your medications are covered at the lowest cost.
Annual Enrollment Assistance
Every October–December (AEP), we review your plan with you. If your meds or doctors change mid-year, we look at Special Enrollment options.
We started Great Oak in 2017 because we kept seeing parents and grandparents get pushed into Medicare plans by call-center agents who'd never call them again. We stayed a two-person agency on purpose — so when you call back in three years, the same person picks up.
Based in Menifee, California — serving the Inland Empire and 29 other states.
Meet Christy & Frank
Both licensed. Both reachable by phone, text, or email.
Licensed in 4 states
CA, FL, PA, WA
Licensed in 27 states
AL, AR, AZ, CA, CO, GA, ID, KS, KY, MD, ME, MN, MO, MT, NC, ND, NJ, NM, NV, OH, OR, SC, SD, TN, TX, UT, WI
What Our Clients Say
From our Google Reviews.
Christy helped me get on Medicare four years ago and made the decision making process so easy. She is extremely knowledgeable on all topics Medicare.
Henry Kantrowitz
Frank and Christy are so great! They have made transitioning to Medicare so much easier for my husband and me.
Gail Spanski Christensen
Frank broke it all down into simple language and simple choices. His attention and expertise is incredible. We are so grateful and appreciative.
Moira Elliott
Let's Find Your Medicare Plan
Whether you're new to Medicare or thinking about switching plans, give us a call. There's no cost to you, ever.
Not sure where to start? Call or text — we'll figure it out together.