Is your current Medicare Advantage plan terminating year end?


Is your Part D Prescription plan now unaffordable?

Have you moved, lost Medicaid or Extra Help, or experienced other life changes?

Review my list below and start regaining some control of your Medicare life:

  1. Visit our Google reviews to see why customers trust our agency for their plan choices.

  2. If you are retiring or leaving Employer based coverage - there are special rules you should follow to avoid penalties. Please use the Contact Us page in the Title Bar, top right, to get started 3-4 months before you leave coverage. If you already Medicare Part A, there are several timelines you absolutely must follow to avoid "gaps in coverage" and or lifetime penalties. 

  3. SOME life changes create Special Election Periods allowing you to make a plan change - use our Contact Us or Get a Quote forms and we will be in touch to see if your qualify.

  4. Medicare's Plan Finder (MPF) is a useful website --- some folks change the login and password between our meetings; trying to find it uses valuable time. Please have your info ready for me to assist you in your plan slection. 

  5. Help me, help you - prepare a "fresh" list of doctors and specialists as well as your prescription drugs. The MPF listing every prescribed drug you received in 2025, so the list above helps weed-out one time prescriptions.  The better your list, the better use of our time together.  Dentists too; if you have/want dental coverage.

  6. Also, have your new Medicare Card ready; the new one, is the only one that works! New cards do not have Gender on them. Call Social Security 800-772-1213 to receive a new card. It takes about 2-3 weeks to receive one by mail. No card, no enrollment. Also, due to a data breach, about 10,000 folks received new Medicare cards - are you one of those?

  7. Please avoid TV or social media ads - first, they have a exceptionally high (50+%) complaint rate; second, I/they have access to the same plans; third, undoing their mistakes can take months and expose you financially.

  8. Click on "Contact Us" at the top right of this page to start the process...