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.
In 2024, the Centers for Medicare and Medicaid Services named AnnaMarie to the Marketplace Circle of Champions. She was honored for helping families and individuals enroll in Marketplace coverage.
AnnaMarie holds life, health, and accident Iowa insurance licenses and AHIP Fraudulent, 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.
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.