The Medicare Process

We provide a personalized, no cost, phone consultation to provide an explanation of all the retirement healthcare options you have available.

We collect details on your specific situation to best advise on:

• What is involved in going from a Group Health Policy to Medicare
• When is it appropriate to enroll or defer Medicare Part B if not retiring at age 65
• What happens when couples do not turn 65 at the same time
• Open Enrollment and Guaranteed Issue Periods and late penalties
• What does Medicare cover and not cover
• Is secondary insurance necessary to Medicare and what are the options

We will provide guidance, education, and support for choosing the most suitable and cost effective plan.  We shop, explain, and enroll you in the needed Medicare-related products, including:

• Medicare Supplements
• Medicare Advantage (Part C)
• Medicare Rx Plans (Part D)
• Dental and Vision Plans

We provide this at no cost to you, and we are accessible for support for all questions and assistance.

​We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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