Initial Enrollment

This consultation is ideal for people who are:

• Turning 65 and signing up for Medicare for the first time
• Older than 65, losing healthcare coverage and signing up for Medicare for the first time, or
• Unsure whether it is better to remain on an employer’s health plan or enroll in Medicare.

Through our fee-for-service Initial Enrollment Consultation, you’ll receive:

• Individual, unbiased guidance from a Medicare expert
• A thorough review of your unique needs to determine which Medicare decisions are best for you – even if it’s delaying or foregoing Medicare
• Step-by-step instructions for how to sign up for Medicare and any ancillary insurance coverage

Open Enrollment

This service is ideal for people who are:

• 65 and older, already enrolled in a Medicare Advantage plan or a Part D prescription drug plan.

Through our fee-for-service Open Enrollment review, you’ll receive the following:

• An assessment of how your current coverage will change in the coming year
• A cost, quality, and coverage analysis of up to three of the most cost-effective plans based on your needs
• Unbiased plan recommendations from an expert

Anytime Engagement

This consultation is ideal for people who are:

• Experiencing problems with Medicare
• Needing particular Medicare-related guidance, or
• Have situations that cannot be addressed through an Initial Enrollment Consultation or Open Enrollment Review.

Through our fee-for-service Anytime Engagement Consultation, you’ll receive the following:

• Individual, unbiased guidance directly from a Medicare expert
• A custom report detailing the results of your consultations