“You were right.”
That is what a client apologetically admitted. He came to me begrudgingly and told me that he knew what was the best plan for his Medicare prescription coverage. He had spoken with a friend who had a great plan that wasn’t expensive and he wanted that plan. I explained that although that plan may be the best fit for his friend, it may not be the best for him. He was adamant that he wanted that plan and it was the right one for him. I asked him to let me take a look at the available plans, using his list of prescriptions, to see what the costs would be on that plan. Here are the results.
This also reinforces the need to review your plans every year during Medicare’s Annual Open Enrollment October 15th thru December 7th.
