Achieva Insurance Agency, a CUSO of the Dunedin, Fla.-based Achieva Credit Union ($2.8 billion in assets, 202,882 members), has expanded its efforts to increase member well-being by offering Medicare health insurance plans and personalized guidance for retirees and those approaching retirement.
This initiative aims to help both Achieva members and the broader community navigate their Medicare options.
As part of this new service, licensed insurance agents will be available at Achieva’s 27 branch locations on a rotating basis. According to Achieva, members will have multiple ways to connect, including in-person visits and scheduled phone consultations. The program is designed to simplify the Medicare enrollment process while fostering accessibility and support. A dedicated Sales Coordinator will also manage inquiries and appointments, ensuring a seamless experience.
“Navigating Medicare insurance can be overwhelming, and plans are not one-size-fits-all. Our goal is to make the process as simple and stress-free as possible,” said Achieva Credit Union Chief Business Officer John Wintermeier. “By providing dedicated licensed insurance agents, educational sessions, and personalized guidance, we’re ensuring that our members have access to the knowledge and resources they need to make confident, informed decisions about their healthcare coverage.”
Achieva will host monthly Medicare 101 meetings. These sessions are tailored for individuals approaching age 65 or anyone looking to better understand Medicare health insurance choices. The educational meetings will provide an overview of Medicare basics, helping attendees explore plans that best suit their needs.
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Michael Ogden
Editor-in-Chief at CU Times. To connect, email at [email protected]. As Editor-in-Chief of CU Times since 2016, Michael Ogden has led the editorial team in all aspects of content strategy and execution, including the creation of the publication’s exclusive and proprietary research database of the credit union industry’s economic landscape. Under Michael’s leadership, CU Times has successfully shifted to an all-digital editorial product with new focuses on the payments, fraud, lending and regulatory beats. Most recently, he introduced a data-focused editorial product for subscribers that breaks down credit union issues into hard data, allowing for a deeper and more factual narrative for readers. In 2024, he launched the "Shared Accounts With CU Times" podcast, which offers a fresh, inside-the-newsroom perspective through interviews with leaders from the credit union industry and the regulatory world. He dives into pressing credit union issues, while revealing the personalities working behind-the-scenes to push the credit union world forward. His background includes years as a radio and TV anchor/reporter and a public relations and digital/social media manager, where he covered the food and music industries, as well as cooperatives and credit unions. Over the years, he has launched numerous exclusive video and podcast series, including a successful series of interactive backstage interviews with musicians at music festivals, showcasing his social media and live streaming production skills.
