Enrolling on Medicare and then evaluating and enrolling on your plans for the first time is a daunting process. And you are inundated from all around with information you have no idea if you need or not. You feel overwhelmed and wonder how anyone does this. The truth is you are not alone. I find that even the most analytical among us have questions and common difficulties at this time. And if you make the wrong decision it could have far reaching consequences and that is not what you want right now!
That is why we are here to help. We will guide you through this process and help you understand Medicare and the choices surrounding it.
This is a general guideline of the process to help you have smooth transition. It is not set in concrete, things change and life happens. We can make it work almost always and if not, give you options. We look forward to helping you.
2 to 3 months or more prior to enrollment:
During the meeting we will go over:
1 month prior to enrollment:
During the year: