Licensed insurance agents helping you compare your Medicare options. Reach out today and get the answers you’re looking for.
Licensed Insurance Agent · Part D Specialist
Katie Berger, Licensed Health Insurance Agent.
If your prescription list is long, Katie is who you want walking through it with you. Part D specialist and Licensed Insurance Agent with a relationship-first approach to plan reviews.
I'm a St. Louis native with a background in human resources and talent acquisition, and I studied Human Development and Family Studies at the University of Missouri-Columbia (MIZ!). After more than a decade helping people navigate complex, high-stakes career decisions, Medicare was a natural fit.
I'm passionate about helping individuals and families understand their options and compare Medicare Advantage, Supplement, and Part D plans — especially the parts that catch people off-guard, like prescription coverage and plan-fit details. If your prescription list is long, I'm who you want walking through it with you.
I take great pride in building lasting relationships with my clients: honest guidance and ongoing support long after enrollment. We don't disappear after AEP. When a formulary changes, when your meds change, when something doesn't make sense on an EOB — that's exactly when we want you to call.
When I'm not supporting clients, I enjoy time with my family, working out, walks in the neighborhood and local trails, audiobooks, and vacationing as much as possible.
How I work with clients
My specialty is Part D — the drug-plan piece — and I'm involved in every annual review where the prescription side matters. We write down every drug, every dose, and run Plan Finder honestly. If the cheaper drug plan covers your meds, that's what we recommend. If a more expensive plan saves you hundreds at the pharmacy, we explain why.
I'm licensed in Missouri, Illinois, and Florida. Like Carl, I sell both Medicare Advantage and Medicare Supplement plans — no incentive to push one over the other.
Credentials & certifications
Licensure · since 2025
Licensed Insurance Agent
Specialized training in Medicare plan design, enrollment timing, compliance, and ongoing client service.
Specialty
Part D & Plan Finder
Lead on the team's Part D plan reviews and annual formulary checks.
Studied
University of Missouri-Columbia
Human Development and Family Studies (MIZ!).
Background
10+ Years in HR & Talent Acquisition
Helped clients through complex, high-stakes decisions before joining Retirement Resources.
Where I'm licensed
Active health insurance license in 3 states
Missouri is the home state. Add Illinois and Florida for the regional and snowbird-client overlap.
Missouri
Illinois
Florida
Designated Responsible Licensed Producer. Per-state license numbers available on request — verifiable through each state's Department of Insurance license-lookup tool.
What I focus on
My day-to-day is the Part D side — sitting down with clients and their actual prescription lists, running Plan Finder honestly, and handling the annual formulary checks when drug plans change. Carl writes our Learning Center guides; if your drug list is long, I'm who you want walking through the plan-by-plan math with you.
From the Learning Center · Worth a Read
Guides I point clients to.
When the drug-plan side comes up, these are the Learning Center pieces I share most often. Carl wrote them — I keep them close for the prescription-coverage questions I hear every week.
Reach Katie Directly
Long prescription list? Bring it to me.
If you're already on Part D and your costs have crept up, or you're about to go on Medicare and don't know how the drug-plan piece works — let's run the numbers together. No fee, no pressure.