Partnerships with Doctors & Financial Planners
Doctor Offices
What We Offer Physicians and their Office Staff at No Cost
Assisting you, your office staff and your patients regarding Medical ( under 65 ) and Medicare/Medi-Cal insurance plans options when asked upon
- Taking calls, answering questions, referrals from your office – taking the burden off of your office
Providing interpretation and explanation for your clients through education that is relative to their current healthcare coverage needs
Providing resources to your patients who are or may be eligible for Medicare benefits:
- Educating re: the definitions of Medicare Coverage, cost(s)—Part A, B, C, D and Medicare Supplements.
- Selecting plan(s) that are most effective—coverage and costs
Assisting your patients in the actual enrollment for health care coverage once the most appropriate plan is chosen and listing you as the PCP of choice
Assisting your patients who are Medicare eligible in timely enrollment throughout the year
- Avoid late enrollment(s)
- Choosing the best/most cost effective Medicare Health Coverage
- Assisting those who have a challenge with income – LIS ( Low Income Subsidy )
Assisting your office to help grow and retain your current client base We look forward to this future partnership and see a “WIN-WIN” opportunity as we work together to provide support and resources to our friends and neighbors in the beautiful city of San Diego.
We are a one stop shop
Partnership with Financial Advisors
We speak Medicare, so you don't have to.
Our partnered financial advisors specialize in Medicare planning, providing expert guidance to ensure your health coverage integrates smoothly with your financial strategy and retirement goals.
Personalized Medicare Strategy
Our financial advisors understand that Medicare is an important piece of your financial puzzle. They help tailor your coverage to fit within your budget while planning for future healthcare expenses.
- Cost Management: Advisors help you identify cost-effective Medicare options, ensuring you avoid unnecessary out-of-pocket expenses.
- Retirement Integration: They incorporate your Medicare plan into your broader retirement planning, providing a cohesive financial roadmap.
Protecting Your Investments
Preserving your financial health means having the right insurance strategy in place. Our advisors ensure that your Medicare coverage aligns with your investments, savings, and retirement income.
- Asset Protection: Advisors work with you to select coverage that minimizes unexpected expenses, protecting your financial resources.
- Tax-Efficient Planning: They help you structure your plan to make the most of your Medicare benefits in a tax-efficient manner, adding long-term value to your coverage.
