Concierge Advocacy for Retirement

Background

Client needed help navigating the complex transition into retirement and Medicare enrollment.

‍

How We Helped

• Provided extensive consultation and support for Medicare enrollment, clarifying the steps from A to Z.

• Corrected misinformation from broker and advised against a Medicare Advantage plan due to its restrictions and client’s specific needs.

• Enrolled client in Medicare Part B and a Plan G supplemental plan, along with a Cigna Saver Rx Part D prescription plan, ensuring comprehensive coverage.

‍

Outcome

The client avoided potential coverage disasters by selecting the right Medicare plans, ensuring access to his preferred physicians and necessary medications. This proactive approach not only saved him from future coverage issues but also provided him and his wife peace of mind during a critical transition period.

‍

Interested in how we can help your people lower the cost of healthcare? Reach out today.

‍