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Medicare Planning

Personal Medicare Guidance Services

 

Comprehensive Medicare Enrollment Consultation

  • For those who are:
    • Approaching 65 and new to Medicare
    • Over 65 and losing health coverage or signing up for the first time
  • Meeting will include:
    • Impartial guidance from a licensed Medicare professional
    • A comprehensive review of your needs and recommendations about Medicare based on what is most important to you
    • Guidance about when and how to sign up for Medicare
    • Comparison of major Medicare Supplement insurance carriers including current premiums, premium increase history, and household discounts
    • Comparison of the available Part D Prescription Drug Plans in your area based on your medications and pharmacy
    • Help with selection and enrollment of a Part D plan for the upcoming year based on cost and quality ratings
    • Assistance with enrollment of Medicare Supplement coverage and Part D Prescription coverage (upon request and as needed)

 

Part D (Drug Plan) - Annual Enrollment Review

  • For those who are:
    • Over 65 and currently enrolled in a Part D Prescription Drug Plan
  • Meeting will include:
    • A review of any changes with your current Drug coverage in the upcoming year
    • A comparison of all Part D Prescription Drug Plans available in your area based your medications and pharmacy
    • Help with selection of a Part D Prescription Plan for the upcoming year based on cost and quality ratings
    • Assistance with enrollment into a new Part D Prescription Plan for the upcoming year (if you want to make a change)