We are a full-service company of dedicated, experienced individuals who believe in working with our clients to get the coverage they need and to assist with any issues.
Got a bill and have a question?
Call us and we will be happy to assist!
We are just a phone call or email away. You don't have to wait on hold forever or try to get through a phone maze just to get help!
Employee Benefit Plans For Companies
Long-Term Care Planning
We love Helping Individuals navigate the Medicare Maze!
Call (916)781-3321 or (800) 670-8895 to schedule an appointment!
We are a full-service company of dedicated, experienced individuals who believe in working with our clients to get the coverage they need and to assist with any issues. Got a bill and have a question? Call us and we will be happy to assist! We are just a phone call or email away. You don't have to wait on hold forever or try to get through a phone maze just to get help!
Jim Maher, CLTC®, CSA®
Jim grew up in San Jose and is a graduate of Bellarmine and San Jose State University. Jim is a Certified Senior Advisor specializing in senior health care needs. As a Medicare consultant/broker, he assists individuals and companies with the intricacies of Medicare. He can walk you through the process of enrolling in Medicare and obtaining supplemental coverage. As a Long Term Care Insurance Strategist, Jim has been helping families plan and prepare for extended care needs since 1989. Jim is passionate about making sure individuals and families are properly protected regarding their Long-Term Care & Life insurance needs.
He has been married to his wife Teddi for 35 years and has three adult boys. Jim resides in Lincoln, Ca with Teddi and their spoiled rat terrier.
Katie entered the business and joined McGrew & Maher in 2004 working for Jim and Don, who was her father. When Don passed away in 2019, she took over as co-owner of the company.
She specializes in employee benefit programs for business owners as well as plans for individuals and families. Katie keeps up to date with the ever-changing guidelines of the Affordable Care Act (ACA). She can assist you with getting quotes, applying and maintaining your coverage.
She married her high school sweetheart, Brian in 2007. They have two young daughters and she delights the office with her stories of their adventures and misadventures!
Matthew is the youngest son of Jim and was born and raised in Roseville, Ca. After graduating from Cal State Monterey Bay in 2016, he entered the insurance industry. Starting at Western Health Advantage where he obtained his California Life and Health Agent License, he worked with both individual and small business health benefits before joining McGrew & Maher in 2019.
Matthew resides in Lincoln, Ca with his Lovely wife Erika and their two dogs & three cats.
Steven is Jim's middle son and was born and raised in Roseville, Ca. He attended Sierra College and worked his way up the ladder at Whole Foods Market. He left as a supervisor, traveled throughout Europe and joined our firm in 2017. Steven is a California Licensed Life and Health Agent and assists Jim in helping clients with Medicare and Long Term Care planning. Currently, Steven resides in Lincoln, Ca with his two cats, Jackson and Piper.
Suzanne joined us in 2012 and has 40+ years of experience providing assistance to business owners, employees and families. Suzanne has been married to her husband Rick (blind-date!) since 1972. She has two adult sons and became a grandmother in July of 2014!
At McGrew & Maher, we work with business owners to provide affordable benefit packages and assist with establishing and maintaining your plan. We can help with your health, dental, vision and group disability insurance needs.
We help with every aspect:
-Meet with employees to explain benefits and assist them with applying for coverage
-Billing issues- have a problem with your invoice? Have an employee who doesn't understand a bill they received or an Explanation of Benefits? Contact us and we will help!
-Service Issues- lost your ID card? Need to find a new doctor?
Have questions about how your plan works? Call us!
-Adding or terming employees- let us know and we will get you the rates for your new employee and any forms you need!
We love helping individuals navigate through the Medicare Maze!
Medicare is health insurance for people age 65+ or under 65 with certain disabilities.
Do you know when the general election period is?
How about the Part B penalty for not signing up when first eligible?
Do you have to sign up for Medicare if you are still working?
Is your current plan considered creditable coverage?
We can answer all these questions and more. We can guide you through the Medicare Maze by making it as EZ as 1-2-3!
We can explain how Medicare works, how to enroll and what you should expect to pay when seeking services from routine office visits to hospital stays. Many of our clients find that they are happier on Medicare than they were on their prior coverage.
Our mission is to educate individuals and families about the importance of planning for an extended care event (also known as a long-term care event.)
An extended care event is life-changing and can have severe emotional, physical and financial consequences to your spouse and children. The burden for these costs fall on you since Medicare does not cover long term care!
We want our clients to understand the importance of having a plan in the event you do need some type of care in the future. We all want to stay home to recover. By having a plan in place, you and your family can be in control should you have an extended care need.
There are new plans available that aren't "use it-or lose it." These Insurance Plans allow you to have money for care if needed, pays a tax-free death benefit in the event you never use it or cash out and get most or all of your money back if you no longer want it. All plans are customized as there are no "one size fits all plan."
Contact us for your personalized long-term care plan.
5701 Lonetree Boulevard #322, Rocklin, California 95765, United States
Monday - Friday: 8:00am - 5:00pm
Evenings: By Appointment
Saturday - By Appointment