Refer a Client | Lyon Benefits Group

Why Partner With Us

Your Patients Deserve Independent Guidance

Fully Independent

We're not tied to any single carrier. Your clients get an unbiased review of all available options — not a sales pitch for one plan.

PharmD Background

Joshua Kim's pharmacy background means a deeper understanding of medication coverage, formularies, and drug-plan interactions — relevant for medically complex clients.

No Cost to Your Client

Medicare advisory services are free to beneficiaries. Advisors are compensated by carriers — your client pays nothing for the consultation or enrollment assistance.

Fast, Professional Follow-Up

We contact referred clients within 24–48 hours and keep the process simple and low-pressure.

WHAT HAPPENS AFTER A REFERRAL

We contact the client within 24–48 hours to schedule a convenient time

We conduct a full Medicare review — doctors, prescriptions, and budget

Client chooses a plan with no obligation — enrollment handled start to finish

Annual review offered each fall to keep coverage current

Submit a Referral

Takes less than 2 minutes. We'll handle the rest.

Your Information

Your First Name

Your Last Name

Organization / Practice

Your Phone or Email

Client Information

Client First Name

Client Last Name

Client Phone Number

Best Time to Reach Client

Notes (Optional)

Required Certification I certify that the client named above has expressed interest in speaking with a Medicare insurance advisor and consents to being contacted by Lyon Benefits Group regarding their Medicare coverage options.

Privacy: Any clinical information provided is handled confidentially per HIPAA and used solely to assist with Medicare coverage needs. For direct inquiries: referrals@lyonbenefits.com or (302) 321-5521.

PREFER TO CALL OR EMAIL DIRECTLY?

(302) 321-5521

referrals@lyonbenefits.com

Refer a Client to Lyon Benefits Group

Your Patients Deserve Independent Guidance

WHAT HAPPENS AFTER A REFERRAL

Submit a Referral

PREFER TO CALL OR EMAIL DIRECTLY?