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Richard Chan

Biography

  • Richard has over 10 years experience in financial services across investment banking, M&A. capital markets, consumer finance, lending and insurance
  • He leads training and development for CoverRight’s team of licensed insurance agents 
  • Licensed Life & Health insurance agent in 50 states across the U.S.
  • Richard previously worked at leading investment banks across 3 continents including Goldman Sachs, Morgan Stanley, Lazard Freres & Co., and Greenhill & Co.

Expertise

  • Medicare, health insurance, life insurance, consumer lending, capital markets, macroeconomics, mergers and acquisitions.

Medicare & Personal Finance Experience

  • Richard has over 6 years in personal finance and Medicare experience
  • He has helped hundreds of customers get a Medicare plan with a consistent 5 star rating from customers on TrustPilot.
  • Prior to CoverRight, Richard was Head of Corporate Development at Credible.com, the consumer finance marketplace (student loans, personal loans, mortgages, property & casualty insurance)

Education & Qualifications

  • Bachelors of Commerce from the University of New South Wales, Australia (with Distinction)
  • Licensed Health & Life Insurance agent in: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Missouri, Mississippi, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
  • Richard previously completed and successfully passed the FINRA Series 79 – Investment Banking Representative Exam

Articles by Richard Chan

Nashville skyline at night

Compare Medicare Plans in Tennessee (December 2024)

Updated December 14, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Tennessee offers 118 Medicare Advantage plans with an average monthly premium of $18.55, and 16 Part D plans with an

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Arizona landscape at night

Compare Medicare Plans in Arizona (December 2024)

Updated December 14, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Arizona offers 153 Medicare Advantage plans, with an average monthly premium of $8.10. It also offers 14 Part D plans,

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Classic Car in Michigan

Compare Medicare Plans in Michigan (December 2024)

Updated December 14, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Michigan offers Medicare beneficiaries a wide range of coverage options, including 210 Part C, 16 Part D plans, and several

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Chicago skyline

Compare Medicare Plans in Illinois (December 2024)

Updated December 6, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Illinois offers 157 Medicare Advantage plans with an average monthly premium of $8.39. All Medicare beneficiaries in the state have

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North Carolina mountains

Compare Medicare Plans in North Carolina (December 2024)

Updated December 5, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: North Carolina offers 163 Medicare Advantage plans, with an average monthly premium of $18.81 and many $0 premium options, but

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Snowy Mountains in Colorado

Compare Medicare Plans in Colorado (December 2024)

Updated November 30, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Colorado’s Medicare system provides diverse coverage options designed to serve both urban and mountain communities, with many Medicare Advantage, Medicare

More
Streets in Los Angeles

Compare Medicare Plans in California (December 2024)

Updated November 30, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: California’s diverse Medicare landscape offers multiple pathways to healthcare coverage, from comprehensive Medicare Advantage plans to flexible Original Medicare options.

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Atlanta skyline

Compare Medicare Plans in Georgia (December 2024)

Updated November 30, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Medicare Choices in Georgia: Georgia offers a variety of Medicare plans, including Original Medicare, Medicare Advantage, Part D prescription drug

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A river in West Virginia

Compare Medicare Plans in West Virginia (December 2024)

Updated December 5, 2024
Compare Medicare Plans/Medicare Knowledge

Key Takeaways: Medicare offers various pathways to meet your healthcare needs in West Virginia. Understanding the different plan options, costs, and benefits

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  • Compare Medicare Plans
    • California
    • Colorado
    • Florida
    • Georgia
    • New York
    • Pennsylvania
    • Texas
    • All States
  • Learn
    • Medicare 101
    • Medicare Part A
    • Medicare Part B
    • Medicare Part C
    • Medicare Part D
    • Medicare Supplement
  • Medicare Resources
    • Medicare Knowledge
    • Medicare Advantage
    • Medicare Supplement
    • Medicare Part D
  • About
    • About Us
    • FAQs
    • News & Reviews
    • Careers