CASE STUDY 3: RETIREMENT HOMES

Profile

  • Southwest based assisted living center
  • Sixteen facilities

Problem

  • BCBS cancelled their group health program
  • Cancellation was based on lack of participation by their lower paid employees

Solution

  • UA Healthcare offers the defined benefit healthcare solution – a proprietary program which offers low rates, competitive benefits, program stability, quality providers and experienced administrative services

Additional Solution

The owner of the retirement homes requested that UA Healthcare make presentations to the residents with regards to their retirement IRA’s. He had observed some abuse from some advisors towards these elderly. UA Healthcare was able to bring $16 million of professionally managed IRAs and further work with individual owners on their long-term disability needs.

UAH

Indianapolis, Indiana |

Minneapolis, Minnesota |

Dublin, Ohio