The Client Experience
Health insurance and Medicare help
The Client Experience
Health insurance and Medicare help
Help with all types of health coverage
How it works
1) One of our partners refers you to us (we are not available to the general public)
2) One of our licensed, non-commissioned advisors helps you analyze your options
3) We can provide assistance with enrolling and as questions come up about your plan in the future
4) Our partners receive reporting related to the individuals/families who they refer to us
Since 2010, our team has helped over 20,000 individuals and families.
Here's what they're saying:
Bernard Healthcare Financial Planning services:
Advice and help enrolling in medical coverage
Doctor / provider network review
Advice and help enrolling in drug coverage
Medical bill review and auditing
Advice and help enrolling in dental/vision
Year-round advocacy on healthcare questions
Advice and help opening health savings accounts
Organization of all the information on an ongoing basis (doctor list, RX list, insurance benefits and effective dates)
Advice and help enrolling in international travel health insurance
CLIENT EDUCATION
Bernard Healthcare Financial Planning is committed to providing our partners with healthcare advice and support for their clients as they navigate the complexities of health insurance and Medicare.
Examples of topics we speak to:
What Does Joe Namath Have to Do with Healthcare?
- Master the business model for Medicare Advantage
- Learn how to stay informed and work more effectively within the healthcare system
Hospital Bills Have You Confused? This Webinar Will Help.
- Learn what steps you should take when you receive a medical bill
- Gain a better understanding of the Explanation of Benefits (EOB) you get from your insurance company
- Learn the tactics needed to deal with healthcare concerns
Selling Your Business? How to Handle Health Insurance.
- Learn how to navigate the stress of selling your business
- Learn how to avoid common mental traps and mistakes
- Learn how nongroup health insurance operates and watch your confidence soar
Prescription Drugs and Medicare: How to Add Value and Reduce Hassle.
- Learn how to lower costs by taking advantage of industry innovators
- Understand where prescriptions come into play when discussing the dynamic between physicians and insurance companies
- Learn the underlying meanings of “not covered” and “step therapy required”