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A Financial Guide: Paying Your Bills During The Coronavirus Pandemic

April 10, 2020

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Yearly Wellness Visits – What’s allowed and what’s not?

August 7, 2019

I recently had a customer call me to ask why Medicare covered her yearly wellness visit but denied the lipid panel that she got after the appointment. Of course she was not happy about this. I don’t want any of you to experience a bill that you did not expect to see because you didn’t understand the rules of Medicare. Here is a link to help you understand just what Medicare does and does not cover when it comes to your Wellness Exam.


In addition there’s a resource that you can access anytime you have questions called At this site you can type in any topic you want to know about in the Search bar and you will find ample amounts of information that you may want to know prior to scheduling a procedure or getting services done that you are just not sure about. In this case, you can go to and type “preventive services” in the Search bar. You will find all the information you need about this topic. And don’t forget that, as your agents, we are here to help you with any questions or concerns you have along the way. Our goal is to make sure you have the tools, resources, and information you need to make educated choices for your healthcare and your life. Please feel free to contact us anytime at 408-849-4460.



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