Telephone Consultation: Please plan for 30 minutes.
Needs Analysis: We will ask you questions, then we will take the time to listen… and understand your individual situation and needs.
Plan Recommendation: Utilizing our experience, we will then make a professional recommendation for each client’s unique situation. This simple process should enable the individual to make an informed decision with ease and confidence.
Application Strategy: Based on your available options, including COBRA, we will help you establish a plan to transition to the new coverage. Included will be a careful discussion of how the pre-existing conditions limitations will impact you..
