Our Program

We collaborate with corporations to assist retirees in their medical and financial endeavors, aiming to reduce stress and promote enriched living. As part of our advocacy program, retirees become honorees, granting them 24/7 access to medical and financial consulting, along with educational resources.

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Claim process assistance

Many retirees face challenges when trying to get their insurance claims paid. What should be a simple process becomes complicated and frustrating. They often find themselves caught in a never-ending loop of redirections, having to deal with the insurance provider's billing department or their retiree group benefits administrator. We support retirees in beneficiaries successfully filing their claims and help them to receive the benefits or reimbursement they are entitled to from their insurance providers.

Benefits education

As employees transition from full-time work to retirement, their benefits also change, and understanding these changes may not be so clear. Some benefits may require additional supplemental insurance, and familiar terms from their working days may now have different meanings in retirement. We fully support our retirees by providing comprehensive benefit education. This includes explaining coverage details, co-payments, deductibles, prescription drug coverage, and the importance of preventive care. Our aim is to help retirees enjoy a fulfilling retirement with good health and peace of mind.

Provider billing

Our retirees receive ongoing support with navigating provider billing intricacies and resolving any issues that may arise during the medical claims process. We strive to ensure that they are well-informed and assisted throughout their interactions with the providers' billing departments, helping them avoid overpayments and find clarity in their insurance settlements. Our dedicated team is always available to provide guidance and assistance, ensuring our retirees have peace of mind and a smooth experience when dealing with medical claims.

Pre-Authorization assistance

Our pre-authorization support is essential to ensure that appropriate and cost-effective medical care is provided, avoiding unnecessary procedures and expenses. It helps both the insurance company and the retiree to make well-informed decisions regarding healthcare and promotes efficient use of healthcare resources.

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Get Financial Support

Bank Fraud & Phishing Scams

We recognize the vulnerability that retirees may face in this digital age, making them potential targets for unscrupulous individuals seeking to exploit their financial information. To counter these threats, we have implemented robust security measures and comprehensive education around these areas. Our dedicated team remains vigilant in monitoring and identifying potential fraud attempts, promptly taking necessary actions to protect our retirees' assets and personal information.

Bank reconciliation assistance

Our program extends valuable bank reconciliation assistance to retirees to ensure their financial peace of mind. The process involves thoroughly reviewing retirees' financial records, including bank statements and transactions, to identify and resolve any discrepancies or errors. By meticulously comparing their financial data with their bank statements, we aim to reconcile any discrepancies and ensure that retirees' accounts accurately reflect their financial activities.

Transaction Disputes

Retirees will have access to transaction dispute assistance designed to address and resolve any discrepancies or unauthorized charges in their financial transactions. When retirees encounter unfamiliar or incorrect transactions in their accounts, we’ll step in to investigate, mediate, and liaise with relevant parties, such as banks or merchants, to seek a prompt resolution.

Elder Abuse Identification

We have created a detailed and strong system that can easily identify instances of financial abuse and manipulation. This can happen due to various reasons like cognitive decline, extreme isolation, and depending on others for handling finances. Our well-designed mechanisms serve as a powerful defense, ensuring the financial safety and security of our beloved elder community.

Our Program Benefits

“Retirement is not the end of the road, it is the beginning of an open highway.”

— Honesty Retiree Program

Decreased Call Volumes.

Our retiree advocacy program can significantly contribute to decreased call volumes by acting as an intermediary between retirees and the providers' billing departments. This streamlined communication process ensures that retirees receive accurate information and prompt resolutions, ultimately leading to a decrease in call volume for medical providers and a more efficient utilization of their resources.

A Dedicated Advocate.

At our core, we stand as dedicated advocates for retirees, armed with both knowledge and empathy to provide a personalized touch in addressing their distinctive needs and concerns. Our unwavering commitment extends to offering comprehensive assistance in navigating the intricacies of medical and financial affairs, sparing retirees from the burdensome weight of stress and confusion. With our guidance, they can confidently chart a course towards securing a lasting legacy for their loved ones and themselves, free from unnecessary worries and uncertainties.

A Peace of mind.

By providing comprehensive support, the program allows retirees to navigate retirement confidently and enjoy their golden years with peace of mind, knowing that their well-being, medical needs, and financial interests are in capable and caring hands. The retiree advocacy program not only empowers them with knowledge and guidance but also fosters a strong sense of security, enabling them to embrace this new chapter of life with optimism and a sense of fulfillment.

Your next steps.

  • Begin your journey to a brighter future by scheduling an exclusive 30-minute consultation with our experts. During this time, we will carefully explore your corporate retiree’s needs, gain a deep understanding of your goals and you’ll discover how this program is the perfect fit.

  • We'll guide you through a straightforward step-by-step process to join. Not only that, but we will also connect you with a dedicated expert who will take care of all your medical and financial needs. Your journey towards a secure retirement begins here.

  • To ensure you're well-informed about all the benefits and services available to you, we will provide you with a comprehensive orientation about the program. Whether it's accessing top-notch medical services or securing your financial future, we're here to assist you at every turn.