Special Needs and Ongoing Support.
Personalized Medicare guidance for clients with chronic conditions, Special Needs Plan eligibility, annual coverage reviews, and year-round support whenever questions arise.
01
Chronic Condition Planning
Plan matching for COPD, diabetes, cardiovascular, and more
02
Special Needs Considerations
Eligibility review for C-SNP, D-SNP, and I-SNP
03
Annual Medicare Plan Reviews
Proactive plan review before every AEP
04
Ongoing Year-Round Assistance
Year-round guidance whenever questions arise
01
Chronic Condition Planning
Plans Built Around Your Specific Health Needs.
Some Medicare beneficiaries with qualifying chronic conditions may be eligible for a Chronic Condition Special Needs Plan (C-SNP). Mark reviews your health situation, explains your options, and helps determine whether a Special Needs Plan is the right fit for your needs.
1
Condition and Eligibility Review
Mark reviews your diagnosed health conditions and Medicare coverage to determine whether you qualify for a Chronic Condition Special Needs Plan available in your county.
2
Dual Eligibility Check
3
Available SNP Comparison
Mark compares available Special Needs Plans based on provider networks, prescription coverage, benefits, and care coordination for your specific healthcare needs.
4
Standard Plan Comparison
5
Enrollment and Care Team Setup
Once you’ve chosen a plan, Mark completes your enrollment and explains how your Special Needs Plan benefits and care coordination work together to support your ongoing healthcare.
Conditions Mark Regularly Helps With
Diabetes, COPD, chronic heart failure, cardiovascular disorders, chronic kidney disease, cancer, HIV, and clients managing multiple chronic conditions.
- Diabetes and endocrine disorders
- COPD and chronic respiratory conditions
- Chronic heart failure and cardiovascular conditions
- Chronic kidney disease and end-stage renal disease
- Cancer, HIV, and certain other qualifying chronic conditions
Special Needs Plan Eligibility
C-SNP
Clients with qualifying chronic health conditions defined by Medicare.
D-SNP
Clients eligible for both Medicare and Medicaid.
I-SNP
Clients who live in or require qualifying institutional or nursing facility care.
Eligibility Review
Mark reviews your situation to determine whether you qualify for a Special Needs Plan at no cost.
02
Special Needs Considerations
SNP Eligibility Review for Every Qualifying Client.
Special Needs Plans have specific Medicare eligibility requirements. Mark reviews your situation to determine whether you qualify for C-SNP, D-SNP, or I-SNP coverage and compares those options with traditional Medicare Advantage plans when appropriate.
Not everyone qualifies for a Special Needs Plan, and eligibility depends on your health conditions, Medicaid status, or living situation. Mark reviews your circumstances carefully before making any recommendation.
“Many clients are surprised to learn they qualify for a Special Needs Plan they didn’t know existed. Helping people discover coverage that better fits their healthcare needs is one of the most rewarding parts of my job.”
Mark Holmes, Founder
- C-SNP: for clients with qualifying chronic conditions
- D-SNP: for clients eligible for both Medicare and Medicaid
- I-SNP: for clients residing in qualifying institutional facilities
- Eligibility verified before any plan recommendation is made
- SNP compared against best standard Advantage plan for your county
What Each SNP Type Covers
C-SNP: For beneficiaries with qualifying chronic health conditions such as diabetes, COPD, or certain cardiovascular conditions.
D-SNP: Coordinates Medicare and Medicaid benefits for beneficiaries who qualify for both programs.
I-SNP: Designed for beneficiaries who reside in qualifying nursing facilities or other eligible care settings.
Many Special Needs Plans include care coordination services designed to support ongoing healthcare needs.
SNP Availability Varies by County
Not every Special Needs Plan is available in every county. Mark reviews the plans available in your area and recommends options only after confirming your eligibility and local availability.
03
Annual Medicare Plan Reviews
Proactive Reviews, Every Single Year.
Medicare plans change every year. Premiums, provider networks, formularies, and benefits can all be updated before each Annual Enrollment Period. Mark reviews your current coverage ahead of AEP so you have time to make an informed decision if changes are needed.
A plan that worked well last year may no longer be your best option. Networks can change, medications may move to different formulary tiers, and new plans may become available in your county. Mark reviews these updates before they affect your coverage or costs.
Mark only recommends switching when there is a genuine advantage. If your current plan continues to be the best fit, he’ll tell you that too, so you never feel pressured to make an unnecessary change.
ANNUAL REVIEW CHECKLIST
Premium Changes
Current coverage compared with available plans
Formulary Updates
Your medications checked for tier changes
Network Changes
Your doctors verified still in-network
New Plan Options
Every plan in your county evaluated
SNP Eligibility
Reviewed if health conditions have changed
What Mark Reviews Every AEP
- Current plan premium changes for the new plan year
- Formulary updates for your specific medications
- Network changes and whether your doctors are still covered
- New plan options available in your county
- Changes to your health situation or medications since last review
- SNP eligibility if health conditions have changed
When Mark Recommends Switching
Mark recommends changing plans only when there is a clear benefit. That may include your doctor leaving the network, medication costs increasing, a newly available Special Needs Plan, or another option providing similar coverage at a lower overall cost.
04
Ongoing Year-Round Assistance
Mark Is Available All Year, Not Just at Enrollment.
Questions about Medicare don’t stop after enrollment. Whether your medications change, you move, lose coverage, or simply have questions about your benefits, Mark remains available throughout the year to help you navigate the next steps.
Mark views ongoing support as part of the same commitment he makes during your initial enrollment. Every client has direct access to him by phone or email throughout the year whenever questions or life changes arise.
There are no extra charges for mid-year questions, Special Enrollment guidance, or ongoing Medicare support throughout the year.
| Support Area | What Mark Helps With | When It Applies | Cost |
|---|---|---|---|
| Coverage Issue Resolution | Claim denials and prior authorization navigation | Any time during the year | Always free |
| Life Event Support | Moving, losing coverage, entering care facility | When qualifying event occurs | Always free |
| Mid-Year Questions | Plan benefits, procedure coverage, billing issues | Any time during the year | Always free |
| SEP Guidance | Qualifying events that open enrollment windows | When life event occurs | Always free |
| Medication Changes | New prescriptions checked against current plan | When medications change | Always free |
| Family Enrollment Help | Spouses or family members approaching Medicare | When they need guidance | Always free |
Support Area
What Mark Helps With
When It Applies
Cost
Coverage Issue Resolution
Claim denials and prior authorization navigation
Any time during the year
Always free
Life Event Support
Moving, losing coverage, entering care facility
When qualifying event occurs
Always free
Mid-Year Questions
Plan benefits, procedure coverage, billing issues
Any time during the year
Always free
SEP Guidance
Qualifying events that open enrollment windows
When life event occurs
Always free
Medication Changes
New prescriptions checked against current plan
When medications change
Always free
Family Enrollment Help
Spouses or family members approaching Medicare
When they need guidance
Always free
Year-Round Availability
Direct Access to Mark
No call centers or rotating representatives. Mark personally answers your questions so you always work with the same trusted advisor.
No Extra Charges
All Support Is No Cost To You
There are no fees for annual reviews, mid-year questions, Special Enrollment guidance, or ongoing Medicare support throughout the year.
All 9 States Covered
In-Person and Remote
Who This Service Is For
Long-Term Medicare Support for Every Client.
Special Needs and ongoing Medicare support are designed for clients with chronic conditions, dual Medicare and Medicaid eligibility, complex healthcare needs, or anyone who wants ongoing guidance from a trusted Medicare advisor year after year.
Clients with Chronic Conditions
Managing COPD, diabetes, cardiovascular conditions, or other chronic health issues that may qualify for specialized Medicare coverage and ongoing plan reviews.
Dual Eligible Beneficiaries
Qualifying for both Medicare and Medicaid and needing coordinated coverage that helps maximize benefits from both programs, often with little or no monthly premium.
Long-Term Medicare Clients
Anyone who wants the peace of mind of having the same trusted Medicare advisor reviewing their coverage every year and available whenever questions arise.
Clients with Complex Health Needs
Multiple specialists, higher-cost medications, or frequent healthcare needs that require careful plan selection and ongoing Medicare guidance throughout the year.
Common Questions
Long-Term Support, Answered.
How do I know if I qualify for a Special Needs Plan?
Mark checks SNP eligibility for every client with a documented chronic condition. C-SNPs are available for dozens of conditions including diabetes, COPD, heart failure, and cardiovascular disorders. Mark will confirm whether you qualify.
Is there a cost for the annual review service?
No. Annual Medicare plan reviews are completely free. Mark is compensated by carriers when clients enroll in plans. There are no fees for annual reviews, mid-year questions, or ongoing support of any kind.
What happens if my health condition changes during the year?
New diagnoses may open SNP eligibility or trigger a Special Enrollment Period. Mark reviews any significant health change and identifies whether it creates an opportunity to improve your coverage.
Can Mark help if my plan denies a claim or requires prior authorization?
Mark can help you understand why a claim was denied, explain prior authorization requirements, and review your Medicare plan benefits. While he cannot represent you in an appeal, he can help you understand your coverage and discuss available options.
What if I move to a different state during the year?
Moving to a new state triggers a Special Enrollment Period. Mark is currently licensed in Florida, Georgia, Mississippi, Texas, Arizona, Michigan, and Tennessee and can assist directly in all of these states.
How does Mark stay in touch with clients?
Mark will reach out proactively before each Annual Enrollment Period. Clients can also reach Mark directly by phone or email with questions at any time throughout the year at no additional charge, whether it’s a quick question or a major coverage change.
START YOUR LONG-TERM PLAN
Medicare Support That Stays With You.
From initial enrollment through every annual review and every life change in between. Mark is your dedicated Medicare advisor, year after year.