CONSULTING SERVICES

Coverage Transition (non-Medicare) – evaluating options and assisting in the transition to new coverage (non-Medicare).

Fee: A deposit is required. A projected fee based on complexity of the project and family size will be provided before work begins.

Medicare Consultation – Information, Education and Recommendations

Medicare is complex, poor Plan decisions can have significant financial consequences and penalties for not complying with enrollment rules are severe. Higher-income Americans pay more for both Parts B and D and amounts change each year.

Medicare Essentials Consultation
An in-depth personal review of Medicare which includes:
• Information on enrollment rules
• How your current physicians participate with Medicare
• Drug, secondary coverage and/or Advantage Plan recommendations
• Estimate of your premium and out-of- pocket costs

Fee: $1000 for an individual

Medicare Coverage Transition –

All of the above services AND managing the enrollment process until all your new Medicare and
insurance cards are in hand.

Fee: Either a $1500 deposit or a $2000 deposit is required per person depending on client’s situation.

Special Projects
We occasionally accept projects outside the scope of the services described above. Please call us to discuss your inquiry.

Fee: Customized to the project