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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

Indiana countryside

Compare Medicare Plans in Indiana (May 2025)

Updated May 15, 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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Skyline of a city in Pennsylvania

Compare Medicare Plans in Pennsylvania (May 2025)

Updated May 15, 2025
Compare Medicare Plans by State/Medicare Knowledge

Navigating Medicare plans in Pennsylvania can feel overwhelming, with a variety of options to choose from. Making an informed decision starts with

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Kentucky ranch

Compare Medicare Plans in Kentucky (May 2025)

Updated May 15, 2025
Compare Medicare Plans by State/Medicare Knowledge

Key Takeaways: Kentucky offers a wide range of Medicare options for its residents, including 110 Medicare Advantage plans and 16 Part D

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Understanding Free Medicare Part B Coverage: A Guide for Recipients

Updated April 24, 2025
Medicare 101

Medicare provides essential healthcare coverage for individuals aged 65 and older, as well as those with certain disabilities. While Medicare Part A

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Changing part d plans

Can You Change Part D Plans in the Middle of the Year?

Updated April 24, 2025
Medicare Knowledge

Medicare Part D, also known as prescription drug plans, are optional, private insurance policies that help beneficiaries cover the cost of prescription

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Will Medicare Pay for a Lift Chair? What to Know

Updated April 13, 2025
What Does Medicare Cover

Are you or a loved one facing mobility challenges and looking for a way to become more independent and comfortable around the

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Which Medical Procedures Does Medicare Cover?

Updated April 13, 2025
What Does Medicare Cover

Medicare is a federal healthcare program that provides essential medical coverage for senior citizens aged 65 and above, besides individuals with end-stage

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Can You Have an HSA and Medicare at the Same Time?

Updated April 13, 2025
Medicare Enrollment

A Health Savings Account (HSA) is a valuable tool for managing healthcare expenses. It operates as a personal savings account, enabling individuals

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Finding Medicare Providers: Which One Is Right For You?

Updated April 13, 2025
Medicare 101

A key aspect of utilizing Medicare coverage is finding the right providers to meet your healthcare needs. Providers include medical organizations,  institutions,

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Understanding Medicare Coverage for Rehabilitation Services

Updated April 13, 2025
What Does Medicare Cover

Rehabilitation services are crucial in recovering from surgeries, illnesses, and injuries and maintaining overall quality of life. However, understanding the types of

More
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  • Compare Medicare Plans
    • California
    • Colorado
    • Florida
    • Georgia
    • New York
    • Pennsylvania
    • Texas
    • 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