Your Team of Healthcare Planning Experts

Here’s our process and how you can prepare.

Enabling Your Next Move

Our mission of making your health coverage simple & clear starts with understanding your needs, wants & concerns regarding healthcare planning.

With our team’s 60+ years of experience in the healthcare planning space and hundreds of thousands of clients served, we have refined a process that helps us to craft a strategy for your unique needs with efficiency and accuracy. All without making you feel like a number on a spreadsheet.

We promise you’ll never feel rushed, sold to or pressured to make a decision. We’re on your time and want you to feel informed & empowered as you make healthcare planning decisions.

  • Our team loves engaging in unique situations. During this stage of the process, we’ll get to know you where you’re at right now and where you want to go in the future. This step includes our initial introduction and intake of high-level information.

  • At Move Health, we are teachers at heart and love experiencing a client’s “light bulb moment” in regards to health insurance & Medicare planning. We will walk you through all of your available options, making sure you understand the unique pros and cons of each option. We won’t suggest a strategy until you have a full understanding of all of the options available to you. Bring your questions, we’ll have answers.

  • Now that you understand what options are available, we’ll begin to explore specific strategies, plans & policies that will meet your needs most effectively. This is the stage in which we’ll begin discussing premiums, deductibles & copays - we’ll crunch the number alongside you! We’ll always make sure you leave this part of the conversation knowing what strategy we’re suggesting and the financial impact of our suggestion

  • We don’t stop at expert advice. The next step is to put your strategy into action. If you determine that we are a right fit to work together, Move Health will help you to enroll into the coverage(s) that we previously suggested during our meeting. This allows us to be “Agent of Record” on your policy, meaning we can (and will) service your policy, questions & renewals and stay in touch throughout the tenure of our work together.

Engage

Educate

Explore

Enroll

How To Prepare

We make the process of healthcare planning simple, but there are a few things that you can have ready before meeting with our team.

  • What matters most to you in your healthcare coverage?

    • Prescription drug coverage

    • Dental

    • Vision

    • Hearing

    • Protection from out of pocket costs

    • Preventive medical care

  • If you have preferred providers, write them down so we can ensure they’re covered by your plan. These might include:

    • Primary Care Physicians

    • Specialists

    • Hospital Networks

    • Clinics

    • Other medical service providers

  • What prescription medications need to be covered by your plan? Write down the names and dosages of these.

  • • Current premium

    • Current deductible & maximum out of pocket

    • What do you like about your current plan?

    • What would you change about your current plan?

  • You may qualify for tax credits that can reduce your monthly health insurance premium.

    • Your MAGI may also have an impact on your Medicare Part B premium

    • Ask your financial advisor about your modified adjusted gross income. This number may be different than your total income.

Expert healthcare planning, designed for you.

  • Eric B.

    ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    Consummate service and competence. Trustworthy, knowledgable, articulate and clear. Move Health Partners makes an otherwise nerve-racking process, easy and painless

  • Robyn K.

    ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    Insurance made simple. Highly recommend.

  • Paul S.

    ⭐️⭐️⭐️⭐️⭐️

    Move Health did an excellent job of analyzing not only our potential early retirement healthcare needs; they thoroughly analyzed and incorporated our financial plan. Before our call had even completed, I had the plan recommendations in my inbox. Great conversation & support.

  • Margaret P.

    ⭐️⭐️⭐️⭐️⭐️

    The team at Move Health was knowledgeable about the Medicare and companion insurance process. Given some of our unique circumstances they were very generous with their time helping us to get the process completed and done right. With their help, we were able to take advantage of some cost saving opportunities we would not have known about. I would highly recommend working with Amy & Move Health.

  • Jeff H

    ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    The Medicare world can be confusing and difficult to navigate even without the last-minute health issues we faced just as we were enrolling. I found Move Health to be knowledgeable, helpful and extremely responsive. The found a plan for us that has worked very well, and I would highly recommend Lyndia & Move Health to anyone.

Schedule a discovery call with Move Health