Wealth Management Partnership Program

We're here to help.

When you get asked about Medicare, do you have a have a high-touch solution to offer your clients?

Offer Your Clients Medicare Education and Enrollment Services Designed for High Net Worth Customers

  • One-on-one client consultation in person or over the phone
  • Three-way phone consultation with you and your client
  • Group Medicare education seminars for clients at your office or offsite
  • Annual review of client’s Medicare insurance
  • Online enrollment options that are easy and convenient for clients including co-brandable web pages
  • Monthly educational Medicare newsletters that clients can benefit from pre-65

Who is Connexion?

Connexion is one of the largest General Agencies in the Northwest and has served the area for 30 years. Connexion supports you and your clients with a team of account executives, customer support representatives, reporting and marketing.

Juline Duff

Account Executive

Lindsey Carlson

Sales Executive

Ann Farrison

VP Sales - Senior Markets & Individual Lines

Larry Meitl


Lance Ghiorso

Senior Account Executive

Cindy Brooks

Account Manager

TJ Claflin

Account Specialist

Kevin Peterson

Sales Executive

David Lee

Marketing Manager

Lori Heyne

Medicare Specialist

Huy Ngo

Management Analyst