How We Helped:

• Reviewed her employer coverage and found that it was creditable for Medicare purposes.

• Compared costs and benefits of staying on her employer plan vs. enrolling in Medicare.

• Determined that transitioning to a Medicare Advantage would save her over $2,400 per year in premiums, deductibles and out-of-pocket costs.

Result:
Lisa was able to leave her employer plan and move to a Medicare plan with lower costs, all while avoiding late enrollment penalties and still working.

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How We Helped:

• Conducted a free annual review of his plan.

• Found that he could switch to a Medicare Advantage with similar coverage with co-pays but at a lower premium, including gym membership and coverage for dental, vision and hearing aids.

• Saved him $4,056 per year in premiums without sacrificing benefits.

Result:
John was thrilled to learn he could get the same coverage at a better price, proving that annual Medicare plan reviews are essential.

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How We Helped:

• Found a $0 premium Medicare Advantage Plan that didn’t interfere with his VA benefits.

• The plan included a Part B Giveback, over-the-counter allowance, and dental/vision benefits.

• Helped him keep his VA prescription drug coverage while gaining additional access to providers outside the Veteran’s Administration.

Result:
James now has greater provider flexibility, extra benefits, and even a reduction in his Part B premium—all at no extra cost.

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How We Helped:

• Educated her on income requirements for Medicaid, Medicare Savings Programs and Extra Help for Prescription Drugs.

• Assisted in finding an income-based Dual Special Needs Medicare Advantage Plan that covered her Part B premium, prescriptions, and additional benefits like transportation and grocery allowances.

Result:
Mary now has zero monthly premiums, lower prescription costs, and additional benefits she never knew she was eligible for.

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How We Helped:

• Identified a Medicare Advantage plan with a national network that had in-network providers in both states.

• Ensured their current doctors accepted the plan and their prescriptions were covered at preferred pharmacy rates, without having to enroll in an expensive Medicare Supplement Plan.

• Helped them avoid out-of-network costs and unexpected medical bills while traveling, while keeping premiums lower.

Result:
Karen and Bill now have seamless healthcare coverage in both states, giving them peace of mind all year long.

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How We Helped:

• Carefully reviewed his retiree Summary of Benefits, to ensure clear understanding of his current offering.

• Explained that switching plans would cause him to lose lifetime retiree healthcare coverage and increase his liability compared to Original Medicare.

• Recommended he stay with his employer-sponsored retiree plan instead of moving to the open market.

Result:
Tom avoided a critical mistake that would have cost him thousands of dollars in lost benefits.

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