Coverage Transition


Coverage Transitionevaluating options and assisting in the transition to new coverage. This service includes a review of the participation status of personal physicians and an evaluation of products and insurers.

Many of life’s events such as leaving a job, retirement, moving or becoming eligible for Medicare affect coverage.  Other transitions like turning 26, divorce or death of a spouse also affect coverage. 

Our objective is to recommend the best coverage given the client’s circumstances and priorities.

Business clients use Coverage Transition services when they desire an independent, unbiased review of their current insurance program and a review of possible options for the future. 

A minimum deposit of $1200 for an individual. Most project fees range from $1200 - $2500 but fees vary based on type of transition. Medicare and small group transitions require more support. 

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