Concierge Advocacy for Busy Entrepreneurs

Background

• Entrepreneurial couple in NYC

• Husband >65, eligible for Medicare

• Wife <65, on a small company plan

• Unpaid out-of-network bills

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How We Helped

• Transitioned husband to Medicare with a supplemental plan

• Secured comprehensive private plan for wife

• Organized, reviewed & managed outstanding bills

• Lowered out-of-pocket costs & tracked expenses

• Provided detailed insurance consultation for their son, tailoring a plan that met his specific needs and lifestyle

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Outcome

With their insurance complexities untangled and a bespoke system in place for their son, the couple can now dedicate their energy to their business ambitions, secure in the knowledge that their health management is in expert hands.

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Whether you’re managing wealth—or navigating your own healthcare costs—Emry Concierge can help. Let’s connect.

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