Premium Concierge Service

Service Description

Your personal Medicare department — start to finish. Designed for busy executives, professionals, and those who want white-glove guidance from the first question to the first claim, this package handles everything so you can focus on your life, not Medicare red tape. Pre-Consultation Preparation 60 minutes: -Full intake review of your doctors, prescriptions, travel plans, and coverage needs -Employer coverage analysis and exit planning -IRMAA and tax-impact review with reduction strategy planning -HSA transition strategy to avoid tax penalties and maximize funds -Review of special circumstances (TRICARE, FEHB, multi-state residency) Two 60-Minute Consultations: -Session 1: Medicare education + personalized strategy discussion -Session 2: Plan selection + guided enrollment completion After your first session, you’ll receive your Premium Medicare Planning Portfolio — a 25–30 page fully customized document including: -Complete Medicare transition timeline -Employer coverage vs. Medicare cost analysis -Detailed Medigap vs. Medicare Advantage comparison with your providers checked for network compatibility -Prescription drug plan cost projection with tier notes and alternatives -IRMAA chart, impact projections, and SSA-44 guidance -HSA transition and utilization plan -All applicable forms pre-filled where possible -Checklists for pre- and post-enrollment steps Enrollment & Ongoing Support: -Guided Part A/B application via SSA.gov -Medigap and Part D plan enrollment assistance -60 days of post-enrollment support for claims, billing, and plan use questions Annual drug plan review reminder for ongoing savings