Frequently Asked Questions

This depends on when you become eligible.  It is best to begin to review 4-6 months prior to becoming eligible.  It's important to review your current medical coverage and associated costs regardless of your retirement or disability status.  For example, it may be best for you to delay enrollment in certain parts of Medicare and remain on your employer's plan.  However, there may be additional items to evaluate or actions needed in order to place yourself in an ideal coverage situation.  Our team will provide Medicare education and guidance in order to achieve optimal coverage.  We promote integrity and honesty in ensuring trust is built long-term. 

Yes. There are still things to consider and actions needed prior to becoming eligible for Medicare.  Please reach out and schedule with us so we can walk you through the necessary steps in order to give yourself optimal coverage while continuing your career and remaining on your employer's plan. 

Life changes quickly and so may your situation.  There are specific timelines for enrollment changes as well as certain situations that may constitute a special election period.  Each individual's situation is different.  Please reach out to discuss and review yours.

Yes!  Know that you're not alone.  Call or message us to schedule a personalized review.