Welcome SAGE members to the SAGE Newsletter!

Most of our SAGE members are just like you.  We look forward to continuing to help you get the most out of your medical plan benefits.

Why SAGE? 

 We developed SAGE to help people navigate the healthcare system which is more complex than ever. SAGE includes all of the great services we offer and combines them into one program so we can help you even more.

And of course, Service First, Always with Integrity!

Retirement Savings

Our Friends at Pediatric Cancer Research Foundation are hosting the 20th anniversary of their annual Reaching for the Cure race event! If you enjoy cycling or running, this event is for you! Proceeds of the race weekend go towards Pediatric Cancer research! Join us on March 24th & 25th as we come together for a great cause!
Register today and use the code HOPEHALF for a $30 discount off of the Half-Marathon race OR the code HOPE for a 15% discount off all other Adult races. 

Upcoming Medicare Card Change

What to look for and When to look for it

For those of our members who are currently on Medicare you may have heard the news that all Medicare cards will be replaced by no later than April, 2019. FINALLY! You will not be required to carry around a card that holds your Social Security number. A new, unique Medicare Number will replace the current system of claim numbers.
These mailings will follow a sequence of waves that are organized by states. Starting in April 2018, people with Medicare will be able to check the status of card mailings in their area on Please view the grid below to see where your state falls on mailings.
Look for a future invitation to our Medicare Card Lamination Party!

14771 Plaza Dr
Suite C, Tustin, CA  US  92780

(800 ) 500 9799


Integrity Advisors and JAX Bicycle Center hosted a successful fundraising event for the Make a Wish foundation.

The highlight of the event was our Wish Ambassador, Sage Escalante. We all enjoyed hearing her voice in music, as well as, her personal story of conquering a life threatening illness. Thank you for sharing your Make a Wish story, Sage!

The event fundraised $1,020 from raffles and generous donations to go towards the goal of granting a wish to a child who has been diagnosed with a life threatening illness. Integrity Advisors will match the fundraised amount and will continue to match any future amounts raised as we march towards our goal of $7,500. Our current total sits at $3,620.

Please look for our next partnership event with the Make a Wish Foundation.

Teresa's Jewelers

Valentine's Day Event

Exclusive Member Events

Need Help Email Us

1st Quarter Edition                                                                                          March, 2018

Service Success Stories

Medicare Changes

SAGE is here as your advocate providing concierge support and service so you don't have to deal on your own with your health insurance carrier or medical providers. Below is a statement from one of our clients and current SAGE member showing gratitude towards our hardworking concierge team leader, Carmen.

"I cannot thank you enough for not only being our advocate in getting our kids' health insurance reinstated, but doing it so diligently as if they were your own children. It is not common that you come across people in your industry who look beyond the paper application and see the faces that they represent. You are the most professional and proficient insurance broker I have ever worked with and we are forever grateful to you for making sure that my 2 young sons were protected as soon as possible. Without you guiding the most efficient path, I'd still be stuck in the bureaucracy & red tape of the "process"."

Thank you for sharing your story with us Joanne!

If you are having any issues with your Health Insurance policy OR you feel as though your needs are not being met, please reach out to us!

Reaching for the Cure Race Weekend

Client Spotlight-Pediatric Cancer Research Foundation

Term Life

Family Caregiver Resource Center of Orange County

Traditionally, we're born into this world with Parents/Guardians that care for us as we reach adulthood. Eventually, as time goes on it becomes the responsibility of the children to care for their Parents/Guardians. For many, this can be a daunting task.

For those of you looking to learn more, the Family Caregiver Resource Center of Orange County is an excellent place to start. This organization offers classes to those who are caring for adults who require ongoing assistance. These classes will how to work with adults who may have Alzheimer's, stroke, Parkinson's, chronic illnesses, dementia, etc. Below is a link to their schedule of classes at a location near you.

Tired of investment risk but not getting a solid return? We like two options. Cash value life insurance and annuities. 
Email us for a free quote or questions.

Term Life is very affordable and often a fit when a life event occurs such as getting married or when a new baby arrives. 
Email us for a free quote or questions.

Thank you for doing business with us.

Phil Calhoun, Carmen Ponce &

David Ethington
Integrity Advisors

Wishes and Wheels Fundraiser

Member Connection-Caregiving Resources

Tell Your Friends About SAGE:

Recruit a new SAGE member and you earn a $15 gift card. Have them go to our website to JOIN

ALSO, when you recruit a new member you become entered into our semi annual drawing for a trip to either Las Vegas, Sedona, or Lake Tahoe for a four night stay, or a $200 coupon to use at JAX!!

Refer and Earn $$


Savvy Adults  Gaining enlightenment

In case you missed our sponsored Client Spotlight event, here are some photos from the fun we had at Teresa's Jewelers!

The event was a success as many of our friends walked away with food, prizes, and JEWELERY!

If you were unable to attend the event, please check out their website and visit their store in Santa Ana!