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A Winning Strategy |
by Sandra Goldberg, RN, Care ManagerMr. Win has been a saver all his life. Retired for many years, he watches helplessly now as his nest egg dwindles, felled by the current economy. He is trying to save money in different ways. However, he still wishes to be generous to his family by remembering birthdays, especially those of his great-grandchildren, and wants to leave a little legacy for them. Unfortunately, there are many medical problems, and his medications cost several hundred dollars each month. The family had previously used our services for his late wife. They felt that their dad now needed a Care Manager to help him get through this sad, tough time. He was alone, his money was running out, and he was getting depressed. Our Care Manager met with Mr. Win and did her comprehensive professional assessment to determine his needs. He and his family were advised to go to an elder law attorney for help with legal planning in the event that he outlives his resources. Mr. Win’s attorney and accountant offered advice that provided him and his family with peace of mind about his finances. During the professional assessment, the Care Manager learned about the extensive medications that Mr. Win takes, and that although he has Medicare part D to help pay for prescriptions, he was buying everything at his local pharmacy. She informed Mr. Win that he could save a great deal of money each month by using the plan’s mail service. He was initially reluctant to make a change because he had known the pharmacist for 25 years and did not want to take his business away. However, after a dollar-for-dollar comparison of the price difference, Mr. Win felt compelled to make the change. To limit his sadness about changing this provider, the Care Manager reminded him that he could still shop at his local pharmacy for all of his non-prescription and toiletry needs. This action prevented Mr. Win from stopping some of his expensive but very necessary medications. The Care Manager saved him over $400.00 per month. Another benefit was the Care Manager got him a credit card to pay for the prescriptions and use at the pharmacy, which would give him frequent flyer miles that he didn’t have before. Now he can actually afford to visit his great-grandchildren in other states once in a while, and what a great legacy that is! He was a real “Win-ner” and so was his family. The Care Manager had done her job, which was rewarding for her, too. The Win family found out that with the right guidance, just about any problem can be solved. |
About SeniorBridge
Why put the care of your loved ones with SeniorBridge? Our company’s unique approach addresses the total well-being of clients and their families through a comprehensive program that includes assessment, planning, service coordination, advocacy, and direct care by an interdisciplinary team led by a geriatric care manager. Read More About Us |
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