About Me continued

MY MEDICARE WORKSHOPS FOR THE COUNCIL ON AGING WERE JUST THE BEGINNING:

As a Financial Planner I was hoping to attract clients for Retirement Planning , but was surprised to find that Medicare Members Make A lot Of Mistakes and have problems they should not have because CMS does not provide advice and assistance, and because the Medicare Market is full of sellers who do not know enough about the individuals situation ! So, I discovered I could help people the most by focusing on Medicare Members and their needs. After I was recruited by a Doctor to become the Marketing Director of the Senior Health Awareness Prevention & Education Program ( SHAPE ) which afforded a deep understanding of health needs , problems and concerns I began working for the leading Carriers in New York. The next decade I worked as the Medicare Marketing Representative for Blue Cross & Blue Shield , United Health Care and Visiting Nurse Service of New York. I’m not one to boast, but while having those responsibilities my approach and training as a Financial Planner insured that I would always take a broad approach to the clients situation and family circumstances that made my recommendations the best suited for not just our meeting, but for their future needs as well. Then after 20 yrs of helping Medicare Members and organizations introducing me as a “ Leading Medicare Expert “ I expanded my ability to serve the public with various volunteer opportunities . CMS selected me to Introduce Medicare Part D the first prescription drug coverage . The Community Service Society of New York picked me to teach Medicaid Members about Mandatory Medicaid Managed Care, and the Arthritis Foundation had me teach The Arthritis Self Help Program. Today in private practice and a Long Term Care Specialist I’m helping Medicare Members make the best coverage choices and save money so they can utilize the money saved to protect their familes from the Financial Devastation that sudden Long Term Events not planned for will cause.