About

Local BBB:

BBB of Central Ohio

BBB File Opened:

2/12/2024

Business Started:

7/19/2023

Alternate Names:

Independence Mutual Corp.

Evergold

Business Management:

Mr. Nick Machesney, SVP, Head of Business Development

Mr. Daniel Seltzer, Executive Director

Ms. Nicole Cicerella, Care Coordinator

Ms. Kim Roberts, Membership Director

Additional Information

Refund and Exchange Policy

No refund/exchange policy stated. See website.: https://www.evergoldathome.com/faqs

"Optionality
What if I change my mind after joining the program?
The one-time membership fee is at least partially refundable for the first 50 months you are part of the program, giving you plenty of time to make sure you are comfortable with your decision.
Months 1-6: the membership fee is fully refundable, net of any service costs.
Months 7-50: you will receive a prorated refund equal to the membership fee minus 2% for every month spent in the program, net of any service costs.
For example, if you terminate the agreement after 14 months in the program, you will receive a refund equal to 100% - (14 x 2%) = 72% of the membership fee, net of any service costs."

What happens if I want to move into a Continuing Care Retirement Community (CCRC)?
We understand that sometimes interests change and you may decide they would rather live in a Continuing Care Retirement Community (also known as a CCRC).  
If that's the case, you have two options:
1) Maintain your Evergold membership as your care option if you join a CCRC with a Type B or C contract; or
2) If you join a Type A CCRC, we will refund 90% of your membership fee (net of any care costs incurred) to be put towards the CCRC entrance fee.

What are the different plan options?
We offer several different plans so you can choose the coverage that works best for you and your lifestyle.
All three plans offer access to a Wellness Manager and ongoing care coordination. What differentiates the plans is the amount of financial coverage each provides—known as the “Daily Coverage Limit”—if you ever need assistance with the activities of daily living (ADLs) or other long-term care needs.
Tier 1 = $350 daily coverage limit
Tier 2 = $250 daily coverage limit
Tier 3 = $150 daily coverage limit
Any needs above this Daily Coverage Limit will need to be paid by members out of pocket.

Tier 1 is priced to be greater than the average local Skilled Nursing rate so you can have peace of mind knowing you’re financially covered for life.

Business Categories

Retirement Planning Services, Senior Home Care, Senior Services