Senior Benefits Boston
Were referred to us by their Financial Planner to investigate what seemed to be extremely high premiums on their Medicare plans.
Click below to learn how we helped them save $1000s in annual premium WITHOUT reducing their coverage!
Mary Beth, a long-time client, called because her PCP is no longer accepting her insurance and she has some medical issues that need to be addressed and could not wait for the Open Enrollment Period.
Click below to find out how we helped Mary Beth change plans and keep her PCP OUTSIDE of Open Enrollment!
Gerry is a Korean War vet on a very limited income but over the threshold for much assistance. He asked if we could reduce his costs so that he would have "some pocket money to grab a beer at the VFW once a week with his pals".
Click below to learn how we helped Gerry improve his cash flow!
Referred by their daughter several years ago. Both in their 90s and struggling with their Part D Drug Plan covering needed medications as well as dealing with high co-pays.
Click below to learn how we helped Sarah and Morris have all of their prescriptions covered at the best possible price!
Received notification from their carrier that they (the carrier) is leaving the state as of January 1st and they would be required to choose a new plan by the end of the year. Mark has some health issues that have come up recently while Lisa's health remains good.
Click below to see our recommendations for each of them.
David is a semi-retired CPA in his 80s. Rachel is suffering from moderate dementia. David attended a session I did for a CPA group and approached me with questions about his plans which hadn't been changed in nearly 20 years!
Click below to learn how we saved David over $17,000 per year in uncessary premium expenses!
Leah was referred to me orginally by her son when she retired. Had been living in the Boston area but slowly started spending more time down south for the better weather but never discussed this with us.
Click below to find out how the plan we recommended for Leah plan did NOT work for her and how we corrected it!
Mary lives alone and is a retired nurse in her late 70s. She is very healthy. She wanted to meet to dicuss ways that she could reduce her premium. We accomplished the mission by saving her over $400 per month(!) off her premium.
Click below to find out why she called a few months later to reverse what we did!