Do your elderly parents or loved ones have online accounts set up for their long term care policies?

Posted by Peter Gordon
On April 9, 2021
0

Last week I sat down with a relatively new client. Our in person meeting was a relief. I was fourteen days past my second #COVID vaccine; my client was already vaccinated. We were situated six feet apart with masks on. We have an onboarding process for new clients which requires us to get a lot of information, […]

Do You Have Medical Billing Headaches?

Posted by Peter Gordon
On January 11, 2017
0

{3 minutes to read} I was recently referred to a friend’s colleague. His mother was recovering from a stroke and was receiving incredibly high medical bills. His father was overwhelmed by the volume of invoices and insurance claims, and the son was too busy to help. I went to see the couple—Harry is 86 and […]