Health & Wealth Advisors, LLC

Medicare Cost Solutions. Transition. Save. Thrive.

Health & Wealth Advisors, LLC, offers Employer Health Plans, the Medicare Planning Fringe Benefit®(MPFB) a CMS compliant process transitioning Eligible Plan Members(EPMs) to Medicare. The process starts with EPMs completing the Medicare FactFinder® questionnaire. This information is used to prepare the Medicare Plan Comparison Report which compares the known cost of the employer health plan with the EPM's most suitable, lowest cost Medicare plan options. Each EPM participates in a Medicare consultation when all of their questions are answered until they can make a Medicare planning decision with a high degree of confidence. When the known cost savings and benefits are significant, EPMs are compelled to transition to Medicare. A credentialed actuary determined that employers estimated, actuarial lifetime savings (2023 dollars) for each EPM transition to Medicare to be $76,540. The analysis is based on data sourced from the U.S. Census Bureau, Social Security Administration and the Kaiser 2020 Employer Health Benefits Survey. Learn more 1) Visit our website 2) View each short video 3) Submit the Inquiry Form 4) Schedule a MPFB consultation 5) Participate in a MPFB Pilot Project.

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6000 Metrowest Blvd #200

Orlando, FL 32835

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Website compare-medicare-plans.net

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Medicare PlanFinder App®

Employers offering the Medicare Planning Fringe Benefit®(MPFB) deploy the Medicare PlanFinder® App to distribute the...

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Medicare Planning Fringe Benefit® Educational Content

The Medicare Planning Fringe Benefit® is a CMS compliant process because it is entirely educational. Eligible Plan...

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Medicare Planning Fringe Benefit® Cost-Saving Projection

Completion of the Medicare Planning Fringe Benefit® Inquiry Form provides the information necessary to estimate future...

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Medicare Planning Fringe Benefit®

The Medicare Planning Fringe Benefit®(MPFB) provides a CMS compliant process for transitioning Medicare eligible health...

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The Medicare Planning Fringe Benefit® (MPFB)

The Medicare Planning Fringe Benefit® (MPFB) is a cost-saving employer sponsored benefit that motivates Eligible Plan...

Health & Wealth Advisors, LLC

Company Details

Products & Services

Medicare PlanFinder App®

Medicare Planning Fringe Benefit® Educational Content

Medicare Planning Fringe Benefit® Cost-Saving Projection

Medicare Planning Fringe Benefit®

Resources & Content

The Medicare Planning Fringe Benefit® (MPFB)

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