Case Studies
On this page, you’ll find real-life examples of how we’ve successfully guided clients through the medicare enrollment process, illustrating the tangible benefits of our tailored solutions.
Finding a Medicare SEP
An employer failed to submit paperwork for a 67-year-old employee working past retirement age. As a result, the former employee faced the prospect of being unable to get health coverage through Medicare. Our agency found the appropriate Special Enrollment Period (SEP), allowing the employee to obtain coverage.
Medicare Savings For Hairdresser
A hairdresser who had worked for years off the books thought she wasn’t eligible for Medicare. However, she could apply for the Medicare Savings Program through Medicaid because of her low income. This program paid for her Medicare premiums, enabling her to access healthcare coverage.
Cost Savings Through Medicare Enrollment
A growing NYC business with three partners had one partner who turned 65 and was still working. The business continued to pay for this partner’s health insurance through a private insurance company. We conducted a cost analysis and showed the business and the partner how much they could save by having the partner enroll in Medicare. We also ensured he could keep his medical providers and, with the selected plan, even receive increased health benefits.
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Bienestar Asesoria is dedicated to providing thoughtful and personalized insurance solutions, helping you navigate Medicare and retirement planning with confidence and clarity.