LIFEWISE

Owner

Goods & Services

Coordination of support, healthcare, legal and other professional services for individuals; Financial analysis and consultation; Financial management; Financial planning; Health insurance counseling; Health insurance counseling, namely assisting persons in understanding their rights and options under Medicare, Medicaid, Medigap supplemental insurance and other insurance alternatives; Insurance consultation; Investment consultation; Personal financial services, namely advice and counseling for avoiding financial predators; Personal financial services, namely assessing the need for financial and healthcare powers of attorney, living wills, and advanced medical directives; Personal financial services, namely assessing the need for trusteeship and guardianship arrangements; Personal financial services, namely assisting with budget development and monitoring, paying bills, investigation of questionable invoices and bills, making bank deposits, bank account reconciliations, and investment account reconciliations; Personal financial services, namely monitoring and assisting in filing health and long term care insurance claims and for reimbursements, and investigating and following-up on questionable explanations of benefits from insurance companies; and Trustee services