with Expert Medicare Advice
A Trusted Medicare Resource for Your Law Firm’s HR Team
HR departments at large law firms handle countless responsibilities, but Medicare planning shouldn’t have to be one of them. By partnering with an experienced Medicare specialist, your HR team can provide white-glove service to partners, of counsel, and retired attorneys—ensuring they make informed healthcare decisions while strengthening your firm’s reputation as a premier employer.
HR professionals are not expected to be Medicare experts, but their guidance can have long-term financial and legal implications for employees. A dedicated Medicare resource ensures your team provides the right information—avoiding costly mistakes and enhancing employee satisfaction.
Offering access to a Medicare expert enhances HR’s value by helping employees navigate one of the most complicated benefits decisions they will ever face. This enhances employee satisfaction & retention.
With a Medicare expert on hand, your team can confidently redirect complex Medicare questions to someone who specializes in the subject.
Each employee receives an individualized Medicare review, considering their: Financial situation, Spouse’s insurance coverage, Employer/retiree plan benefits and Future healthcare needs
HR professionals can redirect all Medicare-related questions to our team, ensuring accurate, expert guidance without having to become Medicare specialists
We provide all clients with 24/7 service and annual plan reviews to ensure that their plan is optimized every year.
Opportunities for training and educational seminars throughout the year to keep HR and eligible employees updated on relevant changes
We provide opportunities for group presentations to educate employees and HR teams on a variety of Medicare topics.
We provide free educational seminars for attorneys approaching Medicare eligibility and ongoing support for HR professionals. Topics include: Medicare enrollment rules & deadlines, How Medicare works with employer plans, The impact of delaying Medicare, Understanding retiree plan options, Avoiding penalties and financial pitfalls.
Annual educational sessions for Your Firm's HR dept
We host a variety of training opportunities for your firm’s HR professionals to help them get comfortable with Medicare basics. Our services are intended to provide a broad overview of Medicare and the impact it has on eligible employees. We offer these sessions in-person or over zoom.
Brian works with financial advisors across the country at every major firm. He specializes in seamlessly blending Medicare planning with financial strategies, ensuring your clients are well-prepared for this critical phase of their lives.
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