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Case Studies Consultants and Brokers Public Sector

The Successful Partnership Between Bolton Health & RetireeFirst in Enhancing Retiree Healthcare

About the Clients

Industries:

Educational Consortium

Local Union in Maryland

Broker & Consultant:

Bolton Health

Challenge

For consultants like Mark Lynne from Bolton Health, finding a partner who comprehends the nuances of Medicare and group retiree benefits, while also respecting their expertise and involving them in the analysis and problem-solving process, can be a challenge.

Solution

RetireeFirst worked with Mark to help two clients who were looking to provide their retirees with cost-efficient healthcare without impacting the fund or service provided. By offering flexible working models and a non-competitive approach, RetireeFirst has become a trusted partner in delivering a niche expertise and unmatched advocacy to clients.

“I have called [RetireeFirst] on several occasions in the two years I have been a member. My problems have always been dealt with in a straightforward and extremely efficient manner. Your organization is a godsend.”

Retiree from Maryland Union