Categories
Case Studies Part D Prescription Drug

New York State EPIC and Mary – a case study

“… a huge thanks for cluing us in to the EPIC ..program.” “…we now estimate yearly savings to be $7,000+/-”  “…we’d never heard of this program until one of your newsletter emails..” When Mary became eligible for Medicare I helped her enroll in the Medicare Supplement Plan G she selected as secondary to Original Medicare. […]

Categories
Case Studies Part C Medicare Advantage Part D Prescription Drug

“Thank you for helping me change my insurance!”

This month I received this wonderful thank you note from Nancy. She had recently relocated and needed to find new doctors along with a Medicare Advantage plan covering those doctors and her medications. Nancy was concerned that she would have to remain on her current plan and wait until the Annual Open Enrollment Period in […]

Categories
Case Studies Part D Prescription Drug

A Medicare Advantage case study.

If you, a loved one, friend or neighbor has experienced “sticker shock” with your Medicare Part D prescription drug co-payment, the following case study may interest you. Earlier this week, I received this message from an Albany New York County couple: “We were talking with our neighbor Kathy about the sudden and unaffordable cost of […]

Categories
Case Studies Part D Prescription Drug

“Having this EPIC plan was a miracle; an absolute miracle.”

Only a fraction of the nearly 3 million New York State residents aged 65 and older are enrolled in the state’s pharmaceutical assistance program known as New York EPIC. When I meet with New York Medicare Part D clients, I ask if their individual income is below the $75,000 threshold, $100,000 if married. If so, […]

Categories
Case Studies Part D Prescription Drug

“You Made it Easy.”

The Medicare Annual Enrollment Period, which runs from October 15 through December 7, is upon us. So Sybil, from New York’s Capital Region area, asked me to review whether her Medicare Part D prescription drug plan was the best fit for her three generic and one brand name medications.  After doing some research, I met […]

Categories
Case Studies Medicare supplement Part C Medicare Advantage

Medicare Portability or, Am I Covered When I’m Away From Home?

With a middle schooler at home, retirement remains a few years away for me.  Still, I am looking forward to when the schedule may be a little less hectic and there’s more free time to travel and explore. (And with cell coverage and internet access I will still be serving clients like you, perhaps with […]

Categories
Case Studies Medicare supplement

A conversation: Focus the fight against cancer instead of the HMO

In this nearly 16 minute conversation Greensboro North Carolina residents, Bob and Signe Foxworth, talk about their frustration and anxiety of trying, unsuccesfully, to obtain HMO approval for Bob’s preferred out of network prostate cancer treatment. Listen as Bob and Signe explain how peace of mind came when Dan counseled them to revert to Original […]

Categories
Case Studies Part D Prescription Drug

Medicare Extra Help: “The savings are a godsend…”

Medicare Extra Help I was delighted to assist this New York based beneficiary who is on a limited income and was not aware of the Medicare Extra Help Savings Program available through a New York State program for Medicare Part B premium or that Social Security offers “Extra Help” with Part D premium and prescription […]

Categories
Case Studies

“Dan responded immediately with a solution”

…. it’s great to hear results.

Categories
Case Studies Part D Prescription Drug

“Thank you again for giving me my life back.”

…. it’s great to hear results. Just before Thanksgiving I met with a recently widowed woman who was reeling from her loss and struggling to make sense of her health plan costs and dramatically reduced monthly income. When she disclosed her assets and monthly income, I explained to her some programs she was likely eligible for and provided assistance with the enrollment […]