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Advocacy Services Case Studies

How RetireeFirst’s Unique Service Model Supports Retirees

Background:

Retiree Members:

Donald & Patsy McCombe

Client:

New England Electrical Workers

Advocate:

Jennifer Tremolini

Challenge

Donald, a retired electrical lineman and member of a New England labor union, faced a serious health crisis when a doctor’s visit escalated to a hospital stay, followed by three days on a ventilator and time in rehab. To make matters more stressful, this all happened while Donald and his wife, Patsy, were transitioning to a new insurance plan. Donald was left waiting in the hospital for four days while insurance issues were sorted out. Patsy felt overwhelmed, unsure how to manage the complexities of her husband’s care during the insurance change.

Solution

Jennifer, an Advocate from RetireeFirst, stepped in to help Donald and Patsy during this difficult time. As a Medicare expert, Jennifer handled the confusion with insurance and ensured that Donald received the care he needed without further delays. She regularly checked in with the couple, offering support to relieve the stress they were facing.

Jennifer’s compassionate, personalized approach quickly created a strong bond with the couple. Over the years, that bond has only deepened, with Patsy feeling comfortable reaching out to Jennifer with any issues that arise.

“Jennifer is extremely helpful. I can tell she really cares. She’s a friend we can depend on. I’m so glad that Donald’s union provides this kind of help.”

Patsy McCombe

Donald and Patsy affectionately refer to Jennifer as their “Daughter from New Jersey.” They send her care packages, holiday gifts, and even treats for her dog, Bandit. Jennifer proudly displays their cards and photos in her cubicle, showing the personal connection she’s built with them.

“I treat our members like I would my own parents. I want to protect them and ensure they have everything they need,” says Jennifer.