Carlson Logo NEW 04

Specializing in Insurance for Seniors

Turning 65 is ‘A Rite of Passage’ and I extend my congratulations to you on this momentous occasion!  I like to think of the 65th birthday as a true gift, as, at this point in time, you will now be eligible for Medicare.  In my own personal experience, since turning 65, I am currently enjoying much lower premiums, deductibles, copays, and prescription costs.  Plus, free membership to health clubs and the Y is just icing on the cake! As you begin to reach age 65 you will receive a deluge of mail from countless numbers of carriers and groups, all ready and willing to offer you plans and packages with a variety of options and choices that, frankly, can be very confusing.  The trouble is, who can you trust?  Who can you discuss the things that are most important to you, and, who will listen? Let’s make your tomorrow a safe and secure one. I have an expertise and passion in the area of Senior Financial Planning and Medicare health plans.  Specifically, I am certified to offer Medicare Advantage plans, which are the plans that I feel offer the best value to most seniors. I look forward to speaking with you!  David Carlson

Let’s make your tomorrow a safe and secure one.

Phone: (216) 354-2450

The Carlson Agency is licensed in Ohio, Florida, North Carolina, South Carolina, Arizona, and Michigan, and is appointed by the following Health Insurance Carriers:



Devoted Health Plans


Medical Mutual of Ohio



United Healthcare Insurance

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1-800-MEDICARE to get information on all of your options.

The Services of David Carlson

  • Effectively planning for and utilizing Social Security benefits
  • Understanding Medicare coverages and options
  • Reasons for considering a Medicare Advantage Plan
  • Health insurance options at 65 if you continue to work

Helpful Resource Links

Anthem Health Plans


Coronavirus National Website

Prescription lists and descriptions

Prescription Assistance

Good Rx Prescription shopping info

Centers for Medicare and Medicaid Services

Medicare website

Social Security website

Medicare and You Booklet

Chronic Conditions Data Warehouse

Ohio Department of Insurance

Center for Disease Control

Food and Drug Administration

National Council on Aging

American Geriatrics Society

United Health Care


Medical Mutual of Ohio