I was six months out from turning 65 and was getting bombarded with mailers and phone calls on a daily basis. Trevor was recommended by our financial advisor. He met with me and my husband and explained all of the options in a way we could understand.
I was retiring and was planning to stay on my employer's retiree plan until I turn Medicare age. However, I was concerned that it did not provide dental and vision coverage. Trevor was able to price out options for us and get us set up with a plan that works for us.
My wife and I were coming off of my employer plan upon my retirement. Trevor started the process with us several months in advance to ensure all of our ducks were in a row. He researched financially helpful options to one of our expensive prescription drugs for us to then follow up with our doctor. We had deferred our Part B while I was still working and Trevor assisted with making sure the correct forms were submitted and coordinated several conference calls with our local Social Security office to ensure things were in place in time.
When I left my previous employer to become self-employed, my daughter and I were in need of a health insurance policy. Trevor took the time to price out several options for us and made sure our current doctors and specialists were in network on the plans we considered. I recently had to have major surgery and the coverage on my current policy was better than the coverage that I had through my previous employer.
We reached out to Trevor and he was able to sit down with both of us and educate us on all the options available to us. He reviewed my current Medicare supplement and prescription drug plans and found new ones that met my needs while saving on my monthly premiums. Around the same time, my wife was turning 65 and going onto Medicare. Trevor was able to simplify the processes and consolidate our healthcare needs, finding extra savings along the way. The lines of communication were wide open from the first meeting, during the application process and to and through our plans' effective dates. He remains available anytime that we have questions or concerns.