PlanDirect™ helps retiring and departing employees cover unexpected medical costs when it’s needed most.
PlanDirect is an affordable way for people who are retiring or leaving your organization to keep their health and dental insurance.
With no medical exam, PlanDirect gives your departing employees the option to find a plan that works for their needs. It’s security for them, at no cost to you.
- You let departing employees know that PlanDirect is an option.
- Employees can apply for PlanDirect online within 60 days of losing their group coverage.
- We handle their application and follow up directly with them.
Your life is unique, and your insurance needs are too. An advisor can help you figure out a plan that fits you.
If your employees will also need to transition out of a group retirement savings plan, NextStep can help make that process easier.