Working With Steve Baer
Steve Baer is an independent licensed insurance agent specializing in Medicare, Insurance, & Income Planning Solutions. He will answer your questions and clarify the insurance options you have. He will help you avoid common misconceptions and late enrollment penalties. His clients are located all across Tennessee and a few other states, giving him a great feel for the insurance landscape. Talk with Steve today in a no-cost, no-obligation, no-pressure consultation!
Medicare Planning
Before choosing a plan we want to be sure you know the difference between your many Medicare plan options.
Income Planning
Having a plan to help build a guaranteed income stream or a retirement nest egg is the key to a successful retirement.
Insurance Planning
Our goal is to help you protect your short term and long term needs with Life and Long Term Care planning solutions.
Personal Service Since 2008
We all want peace of mind for ourselves and our family – for the worst-case scenarios we unfortunately face in life. That’s why I wake up energized and excited to help my clients sleep better at night with more financial security.
Local Support
Steve is located in Memphis, Tennessee and can provide in-person consultations.
Experienced
Steve is here to review your situation and find the right solution that fits your short and long-term needs.
Trained and Certified
I am licensed, trained, and annually certified to assist you with Medicare and your other insurance needs.
No Additional Fees
I do not charge for my services as I am compensated by the carrier (insurance company) partners. It makes for a win – win situation.
Client Testimonials
When several of my FedEx coworkers and I retired in 2014, Steve was invaluable in helping us navigate the complex maze of selecting healthcare coverage for ourselves and our families. Steve researched the best plans to meet our individual needs in terms of coverage and cost-effectiveness as well as facilitating the enrollment process. Since then he has been proactive in advising us of annual plan changes and less expensive options. We have appreciated and trust Steve’s guidance in these often complicated decisions.
I’ve worked with Steve for a number of years now and am extremely comfortable referring him to my Human Resource clients to advise their employees about their rights under Medicare. Steve’s knowledge in this area is second to none. My clients have thanked me many times for referring them to Steve. He does a great job explaining Medicare to employees who are Medicare eligible. Steve also helps determine if it would be beneficial for employees to stay on employer sponsored health insurance or transition to Medicare. I couldn’t recommend Steve more. He’s a 10!!!
I’ve known and have been working with Steve Baer for more than 10 years now. Our work has been centered around life and long term health insurance, as well as annuities. Steve is totally informed about his and his competitor’s products. His response to questions and his availability and follow through are impeccable. I think what attracts me most to Steve, is his consultative approach to selling. He truly wants the best for his clients even if it means utilizing other competitive sources. I will continue to reach out to Steve for all of my insurance and annuity needs!