Specialist in Medicare Education
for 40 Years
The Life Insurance
& Medicare, Health
Find insurance solutions that work for you at Petersen Financial Services
Our Medicare Services
Basics of Medicare
Get in touch with us and stay connected
Independent Insurance Agents
Near Me Offering Choices and Education
Your Coach David Petersen is more than just a licensed insurance agent and can help you through every aspect of selecting the right package for your circumstances. David Petersen brings together a 40-year history of serving clients, group retirees (David is an Arizona State Retiree), self-employed, and small business owners by making sure their health insurance needs have been met.
We believe that education is key when it comes to making the right choice for yourself and your loved ones. We provide the safest and most creative approach in determining your goals for the future. We coach you through your ideas and concerns in order to develop a strategy that encompasses your needs. Together, we can help you to reach your goals.
Your coach David Peterson is highly experienced in a range of plans and programs available to people at all stages of life. This includes prescription drug plans, Medicare plans, senior insurance solutions, and more. As a full-service insurance agency, we do not sell you a plan, but rather, ensure that you understand your entire range of options when it comes to specialized plans such as long-term care insurance and life insurance. We also provide a yearly review of your policies so that you continue to stay on the right plan even when your circumstances change.
How to Choose Local and Certified
Insurance Agents Near Me
As independent insurance agents, we are certified, licensed, and trained in all aspects of Medicare.
Each year, we spend upwards of 80 hours to obtain certifications from the leading Medicare carriers. We pass the annual AHIP exam that allows us to build our skills in abuse training, waste, fraud, and Medicare.
In addition, we are experts at using Medicare.gov to ensure that your prescription drug plan significantly reduces your out-of-pocket spend each year.