Does Ken Locke charge for his services?

Note- Medicare and Individual policies charge the same premium whether you use a broker or not.  You do not pay a higher rate for using a broker.

Fee Schedule

  • Initial Consultation for any type of plan:   

    • No charge

  • Medicare and Part D Plans:  

    • No charge​ for services if Ken completes the enrollment on your behalf. 

    • Important:  If you use Ken Locke for consultation, advice and recommendation and then self-enroll without listing Ken as your agent of record, you may then be billed for Ken's services at $120 per hour (minimum charge is one hour).

  • Affordable Care Act (ACA) Plans:  

    • No charge for services related to ACA plans if Ken completes the enrollment on your behalf.

    • Important:  If you self-enroll at healthcare.gov, be sure to answer "Yes" to the question "Is someone helping or assisting you with this application." Then, insert Kenneth Locke and National Producer Number:  7274866

    • If you use Ken Locke for consultation, advice and recommendation and then self-enroll without listing Ken as your agent of record, you may then be billed for Ken's services at $120 per hour (minimum charge is one hour).

  • For Group Employer Plans:

    • Detailed Business Policy Review (new clients only):

      • Under 5 employees:  $120 for medical, or $60 for each ancillary plan.

      • 5-20 employees:  $240​ for medical, or $120 for each ancillary plan.

      • 21-49 employees:  $480 for medical, or $240 for each ancillary plan.

      • Charges are waived if you assign Ken Locke as your Broker-of-Record on your existing policy prior to review.

  • All other plans:

    • No charge for initial consultation​

    • No charge for enrollment so long as Kenneth Locke is listed as your agent-of-record.  If you self-enroll, be sure to include Kenneth Locke as your agent, National Producer Number 7274866.

    • If you use Ken Locke for consultation, advice and recommendation and then self-enroll without listing Ken as your agent of record, you may then be billed for Ken's services at $120 per hour (minimum charge is one hour).

info@kladirect.com    |    (262) 536-5155

211 N. Franklin St., Suite 205

Port Washington, WI   53074

Office Hours By Appointment Only

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©2020 BY KEN LOCKE AND ASSOCIATES, LLC