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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

Comprehensive review of Nassau Financial Group Medicare Supplement (Medigap) health insurance including ratings, discounts and rankings

Nassau Financial Group Medicare Supplement Plans Review

Updated April 4, 2023
Medicare Carrier Reviews

Background on Nassau Financial Group Nassau Financial Group is a privately owned insurance and financial services company founded in 1851. The company

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Comprehensive review of Lumico (Elips Life)Medicare Supplement (Medigap) health insurance including ratings, discounts and rankings

Lumico Medicare Supplement Plans: A Comprehensive Review

Updated April 4, 2023
Medicare Carrier Reviews

Introduction to Lumico Lumico is a relatively new player in the Medicare Supplement market, founded in 2018. However, the company is backed

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Comprehensive review of Accendo Medicare Supplement (Medigap) health insurance including ratings, discounts and rankings

Accendo Medicare Supplement Review: Affordable Plans with Aetna and CVS Backing

Updated April 4, 2023
Medicare Carrier Reviews

Accendo and its Affiliation with Aetna and CVS Accendo Insurance Company is a subsidiary of Aetna, which is part of CVS Health.

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Medicare Age, Eligibility and Requirements

Updated April 2, 2023
Medicare 101/Medicare Enrollment

If you are new to Medicare, you may be wondering what the Medicare age, eligibility, and qualifications are.  This article provides an

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Understanding Medicare Advantage HMO-POS Plans

Updated April 2, 2023
Medicare Advantage

If you are on eligible for Medicare, you may have heard of Medicare Advantage plans. These are health insurance plans offered by

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High Deductible Medicare Supplement Plans

Updated April 2, 2023
Medicare Supplement (Medigap)

When it comes to Medicare, there are several different Medicare supplement plans to choose from. One of the options available is the

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How is Home Health Care Covered Under Medicare?

Updated April 2, 2023
What Does Medicare Cover

Is Home Health Care Covered Under Medicare? Yes, it does. But as is the case with all things in the world of

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Bridging the Retirement Gap with Viable Employment Opportunities for Seniors with Sujal Kapadia

Updated March 31, 2023
Prime Life

Looking for work after age 60? You are not alone…as the number of U.S. seniors employed today is greater than ever. Between

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HawkSoft and CoverRight Announce Partnership to Introduce New Revenue Opportunities for P&C Agencies

Updated March 30, 2023
News

CANBY, Ore., March 30, 2023 /PRNewswire/ — HawkSoft announces that CoverRight is now participating in its Solution Partner program. CoverRight.com is a digital-first concierge

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Chronic Condition Special Needs Plans (C-SNPs)

Updated March 26, 2023
Medicare Advantage

Introduction to Medicare Chronic Condition Special Needs Plans (C-SNPs) Chronic conditions such as heart disease, diabetes, and cancer require ongoing medical care

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