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Thomas & Marie

Referred by their Financial Planner outside of Open Enrollment to discuss what they believed to be very high premium costs compared to others they know.

 

Scheduled initial discussion to gather information on their current coverage.  Plans and premiums as well as their overall health and satisfaction with the plan.

 

Upon review, both had a Supplement Plan F. 

 

Immediate recommendation: Switch both to a Plan G immediately (without waiting for Open Enrollment) saving $150/mo for EACH of them per month! 

Review Drug coverage after October 1st during Open Enrollment.

 

Update: Currently both paying $62/mo for Part D Drug Coverage.  Carrier announced that would be going up to $102/mo in 2025.

 

Recommendation: Based on medication lists provided, recommended Drug Plan for 2025 $12/mo each.  Net savings $90/month EACH!

 

Net Result: Total savings for 2024 of $900!   Savings for 2025 $480/mo for a net savings of $5760 for calendar 2025!

 

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We help clients contemplating retirement with the 3 of the most important decisions they face...Medicare, Social Security & Long-term Care and do it using a fee-based fiduciary model putting our clients needs first.

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Haverhill
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01830
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Per the new CMS guidelines we are required to inform you of the the following: "We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact www.medicare.gov or 1-800-Medicare to get information on all of your options. However, I do not believe that this disclaimer applies in situations where we act as a fiduciary on a fee-for-service basis providing unbiased advice.

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