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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

Washington State

Compare Medicare Plans in Washington (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Washington offers 20 Part C plans with an average monthly premium of $37.89, and 14 Part D plans with an

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Milwaukee, Wisconsin Skyline

Compare Medicare Plans in Wisconsin (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Wisconsin offers many Medicare options, including 129 Part C, 16 Part D plans, and a Medigap plan with optional extra

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Las Vegas Nevada Strip

Compare Medicare Plans in Nevada (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Nevada offers a variety of Medicare plans, including Original Medicare, Medicare Advantage, and Medigap – each catering to different healthcare

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Oregon

Compare Medicare Plans in Oregon (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Oregon provides a number of Medicare choices, including Original Medicare, Medicare Advantage, and Medigap plans. Beneficiaries must carefully compare different

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Arch in St. Louis, Missouri

Compare Medicare Plans in Missouri (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Missouri offers its residents many Medicare options, including 134 Medicare Advantage plans and 16 stand-alone Part D plans. All Medicare

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Connecticut coast

Compare Medicare Plans in Connecticut (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Connecticut offers a range of Medicare plans, including 61 Medicare Advantage, 16 prescription drug, and 12 Medigap plans. All Medicare

More
Hawaii

Compare Medicare Plans in Hawaii (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Hawaii offers a wide range of Medicare plans for eligible residents, including 40 Medicare Advantage, 12 Part D, and 10

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Maine

Compare Medicare Plans in Maine (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Maine offers a variety of Medicare options, including Original Medicare, Medicare Advantage, and Medigap, each designed to meet diverse healthcare

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Baltimore skyline

Compare Medicare Plans in Maryland (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: There are 64 Medicare Advantage plans in Maryland with an average monthly premium of $30.92. All Medicare beneficiaries in the

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Indiana countryside

Compare Medicare Plans in Indiana (April 2025)

Updated April 26, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Indiana offers 144 Medicare Advantage plans with an average monthly premium of $18.55. All Medicare beneficiaries in the state have

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  • Compare Medicare Plans
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  • Medicare Resources
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