The Client Experience

Health insurance and Medicare help

The Client Experience

Health insurance and Medicare help

Help with all types of health coverage

Workplace plans

Continued group coverage

Individual marketplace plans

Off-exchange individual plans

Short-term health plans


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:

“I want to thank you for your excellent service, care, and especially patience with me for my Social Security enrollment. Healthcare is a devil of complexity when it comes to the finances. You have been patient, professional and knowledgeable every step of the way. I could not ask for more.” – Doug, Nashville

“The Bernard advisor is an angel - more helpful than you can imagine. She sent us information that was thorough and informative. Thank you so much for putting us in touch with her. Saved us a lot of headaches – but I think we may have given them all to her!“ – Jeanette, Colorado

“This will probably be the best insurance that I have ever had. It has been a most welcome and helpful experience from start to finish. I am extremely grateful to Bernard Healthcare Financial Planning for taking a very stressful, time-consuming decision and educating me in a most organized and efficient manner.” – Delores

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

Interested in becoming a partner?