Director of Medicare
AnnaMarie Morrow is our in-house Director of Medicare. She has helped hundreds of pre-retirees make important Medicare and supplement decisions. Her extensive study of the Medicare system helps retirees make sense of the Medicare information to choose the best plan for them.
From coordinating initial enrollment to helping with subsequent decisions during annual open enrollment, she builds lifelong relationships with retirees.
AnnaMarie, distinguished for her outstanding contributions to the field of insurance and Medicare, was named to the Marketplace Circle of Champions in 2024 by the Centers for Medicare and Medicaid Services. This prestigious recognition was awarded to her for her exceptional efforts in assisting families and individuals with enrolling in Marketplace coverage.
AnnaMarie holds life, health, and accident Iowa insurance licenses and America’s Health Insurance Plans (AHIP) Medicare + Fraud, Waste, and Abuse licenses. She is also a National Social Security Advisor (NSSA) certificate holder and a certified Medicare agent with several private insurance carriers. Additionally, AnnaMarie has achieved the Medicare Advantage Certification, a testament to her knowledge and commitment, awarded by the National Association of Benefits and Insurance Professionals (NABIP).
Her Medicare insights have been seen on our TV show Retiring Today with Loren Merkle, the Merkle Retirement Planning YouTube channel, and heard on our podcast.
As an outdoor enthusiast, she loves boating on Lake Ponderosa with her husband Dustin and son Bradford. As a sports fan, she loves discussing her time playing college volleyball or beach volleyball in Mexico. AnnaMarie is on a mission to utilize her infectious energy and perpetual positivity to help others.