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.
We occasionally accept projects outside the scope of the services described above. Please call us to discuss your inquiry.
Fee: Customized to the project