TURNING 65
Congratulations, you’re turning the big 6 - 5!
You’re about to “join the club”. Before you do, we’d like to ensure you have all the information you need to make not only an informed decision, but one that you understand and feel good about. Confidence in your decision is as important to us as it is to you. There are never too many questions, there are never any “stupid” or “silly” questions. You deserve to get all of your questions answered to your satisfaction. It is, after all, your life.
We typically use a three-step process to help you transition to Medicare:
Introductory conversation – what is Medicare and what are my options?
(About 3 - 4 months prior to your 65th birthday)Needs assessment + budget considerations = plan options
(About 2 months before your 65th birthday)Answer final questions and select my plan (4-6 weeks prior to the big day).
To get started, click here
65 AND OVER
The only thing we can be certain of is change. Things change. We change. Our healthcare needs may change as well. Or – you may decide you want a change. We are happy to help you explore your Medicare options during open enrollment – or at any point there is a change that impacts your healthcare journey.
In addition to annual open enrollment, following are examples of changes that may make a difference in your plan:
Moving to different state
New prescription
Major medical event
Household changes
Annual income – (such as 401K or pension withdrawals)
Please click here to set up a time to discuss any changes that may impact your Medicare insurance.
UNDER 65
We all feel better knowing our health is protected. Whether you are a solopreneur, or a single parent, a spouse or family of someone turning 65, or you need coverage while you are between jobs, we can help you navigate Healthcare.gov to select the plan that best suits your needs.
Click here to meet with us for an initial conversation