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Richard Chan

Richard is based in New York. He is passionate about empowering consumers to take control of their health and finances. Prior to CoverRight, Richard had extensive experience working in financial services with over 8 years' experience in consumer lending and investment banking.

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

Elderly couple planning long term care

What is Medigap Plan L and Is It Right For You?

Updated November 3, 2023
Medicare Supplement (Medigap)

Medicare Supplement Insurance, commonly known as Medigap, offers a range of plans to assist with the out-of-pocket costs not included in Original

More

What is Medicare Plan K, and Is It Right for You?

Updated October 27, 2023
Medicare Supplement (Medigap)

Medicare is a federal health insurance program that covers millions of Americans aged 65 years and above, besides those with certain disabilities

More

What is a Medicare Cost Plan, and Should You Have One?

Updated October 27, 2023
Medicare 101

Deciphering the complex world of healthcare plans can be overwhelming, especially when it comes to Medicare and its myriad options. One lesser-known

More

When Will Medicare Cover Inspire for Sleep Apnea?

Updated October 27, 2023
What Does Medicare Cover

Sleep apnea is a condition where an individual’s breathing is interrupted multiple times during sleep, sometimes up to 30 times an hour

More

Dermatologists and Medicare: Your Guide to Skin Healthcare

Updated October 23, 2023
What Does Medicare Cover

Skin is the largest organ of the human body, acting as a crucial barrier that protects our internal systems. It is also

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wondering whether medicare covers flu shots

Is Medical Marijuana Covered by Medicare?

Updated October 23, 2023
What Does Medicare Cover

Medical marijuana has emerged as a topic of growing interest and debate in recent years, and not just among policymakers, healthcare providers,

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Does Medicare Pay for Glasses? Understanding Vision Care Coverage

Updated October 13, 2023
What Does Medicare Cover

Maintaining good vision is vital to overall health and quality of life, especially among senior citizens and other at-risk groups. The rising

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Does Medicare Cover Knee Replacement Surgery? What You Need to Know

Updated October 13, 2023
What Does Medicare Cover

Knee replacement surgery is a marvel of modern medical technology that offers a renewed chance at mobility and enhanced quality of life

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Incontinence Supplies Covered by Medicare: A Guide for Recipients

Updated October 13, 2023
What Does Medicare Cover

Dealing with incontinence can be an uncomfortable and often overwhelming challenge. The unpredictability of this condition impacts physical health and also strains

More

Mastering Medicare 2024 Annual Enrollment: Your Essential Guide for October

Updated October 2, 2023
Medicare 101

As fall approaches, so does the Medicare Annual Enrollment Period (AEP), which runs from October 15th to December 7th. This period presents

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  • Compare Medicare Plans
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    • Medicare 101
    • Medicare Part A
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    • Medicare Part C
    • Medicare Part D
    • Medicare Supplement
  • Medicare Resources
    • Medicare Knowledge
    • Medicare Advantage
    • Medicare Supplement
    • Medicare Part D
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    • FAQs
    • News & Reviews
    • Careers