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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

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

More

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

More

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

More
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Use Our Medicare Enrollment Period Chart to Understand When to Sign Up

Updated September 29, 2023
Medicare Enrollment

Understanding the intricacies of Medicare can be complex, especially when it comes to the different enrollment periods. These are crucial windows that

More

True Out of Pocket (TrOOP) Costs for Medicare: What to Know

Updated September 13, 2023
Medicare Part D

Navigating your healthcare expenses under Medicare can be challenging, especially when dealing with prescription drug costs under Medicare Part D.  A key

More

What is Creditable Coverage for Medicare?

Updated September 8, 2023
Medicare 101

Creditable coverage refers to a type of medical insurance, prescription drug coverage, or any other health-related benefit program that meets the specific

More

Medicare and Employer Insurance: Can I Have Both?

Updated August 25, 2023
Medicare 101

What happens when you sign up for Medicare but you’re already covered by employer insurance? You could also have parallel coverage from

More

Does Medicare Cover Cancer Treatment? What to Know

Updated August 25, 2023
What Does Medicare Cover

Cancer is the second leading cause of death in the U.S., claiming over 600,000 lives annually, according to the CDC. This brings

More

Medicare Transportation Services: A Guide for Recipients

Updated August 18, 2023
What Does Medicare Cover

Medicare is a federal health insurance program for senior citizens aged 65 years and above and younger individuals with end-stage renal disease

More
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  • Compare Medicare Plans
    • California
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  • Learn
    • 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
  • About
    • About Us
    • FAQs
    • News & Reviews
    • Careers