Castle Senior Benefits: Our Story

Wesley C. Mason, founder

 

Before our agency began

 

The roots of our agency began long before we helped the first person turning 65 get set-up with Medicare health plans.

 

In 1991 I started working as a crisis response counselor for a mental health care company.  In that role I helped people find treatment for people struggling with depression, addictions, and other behavioral issues.  I was on the phone every day with insurance companies verifying benefits and one of my biggest challenges was getting approval from patient's health insurance company to pay for the treatment they needed.  It was my first introduction to the inner workings of insurance, including Medicare.  Over the years I went from being a counselor to training them, then moved into management as Vice-President of Operations.

 

In 2009 I launched Castle Senior Benefits, an independent health insurance agency specializing in Medicare benefits.

 

Our beginnings

 

While you're working you may have an HR department telling you what your healthcare benefit options are for the next year, but once you're eligible for Medicare you're making your own choices, often for the first time.  In the months leading up to age 65 the solicitations spill out of your mailbox, offering lots of sales pitches, but little understanding on how Medicare works.   As I began our agency my first goal was to change that.

 

I started by creating a letter educating people about how Medicare works.  It included information about when a person does and does not have to take Medicare at 65 and an unbiased description of the Medicare plan choices; no sales pitch, just education.  It was received so well I needed to add other agents pretty quickly.  Some of the people I helped with their Medicare shared my letter with their financial advisors, which led to doing Medicare seminars in several states, in some cases for groups of 200 or more.  It didn't take long to become one of the larger Medicare general agencies in the country.

 

Where we are today

 

Since that first office opened in Dallas we expanded to Houston, then began adding other states, including Arizona, California, Colorado, Georgia, Illinois, Indiana, Maryland, Nevada, North Carolina, Oklahoma, Tennessee, and Utah.

 

On a personal note, my wife, Delia, and I have been married for 32 years.  We have one daughter and two grandchildren.  We are just five short years away from becoming eligible for Medicare ourselves.

 

We have helped more than 6,000 people make the transition to Medicare and have maintained an A+ rating from the Better Business Bureau for nine years.  We look forward to serving those over age 65 for many years to come.