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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

How to Enroll in Medicare Part D?

Updated March 25, 2023
Medicare Enrollment/Medicare Part D

By the year 2030, all baby boomers will be 65 or older.  As prescription drugs become a larger proportion of your monthly

More

Does Medicare Cover Home Health Care?

Updated March 25, 2023
Medicare Mondays

CoverRight co-founder Richard Chan digs into the details around Home Healthcare and what is covered by Medicare.  We explore the following topics: 

More

Does Medicare Cover Cataract Surgery?

Updated March 25, 2023
What Does Medicare Cover

By age 65, over 90 percent of people have a cataract and half of the people between the ages of 75 and

More

Does Medicare Cover Eye Exams?

Updated March 25, 2023
What Does Medicare Cover

If you’re 65 or older, regular eye exams are essential to prevent and treat eye conditions that become more common with age,

More

5 Reasons Why You Should Consider Medicare Advantage

Updated March 25, 2023
Medicare Advantage/Medicare Enrollment

Time moves quickly, and before you know it, you have reached your 65th birthday. And that means you will need to navigate

More

What is the Income Related Monthly Adjustment Amount (IRMAA) for Medicare?

Updated March 25, 2023
Medicare 101/Medicare Enrollment/Medicare Part D

Did you know that high-income earners may pay more on their Medicare Part B (Medical) and Part D (Prescription Drug) premiums? These

More

How to Read Your Medicare Explanation of Benefits and Medicare Summary Notices

Updated March 25, 2023
Medicare 101/Medicare Advantage/Medicare Part D

If you are enrolled in Medicare, you should be receiving Medicare plan documents like the Medicare Explanation of Benefits (EOB) or Medicare

More

How Much Does Medicare Cost?

Updated March 25, 2023
Medicare Mondays

CoverRight CEO and co-founder Richard Chan answers the pressing question about Medicare. How much does Medicare cost? Spoiler Alert it is not

More

How to Avoid Medicare Late Enrollment Penalties?

Updated March 25, 2023
Medicare 101/Medicare Enrollment

Most people become eligible for Medicare when they turn 65. However, many may Americans do not know that they can be subject

More

Are Doctors Required to Accept Medicare?

Updated March 25, 2023
Medicare Enrollment

If you are eligible for Medicare soon, you may want to know if there are enough doctors that accept Medicare. The quick

More
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  • Compare Medicare Plans
    • California
    • Colorado
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    • 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