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

Here is my checklist to help you find a new plan:

 

  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. Help me, help you - prepare a "fresh" list of doctors and specialists as well as your prescription drugs. The better your list, the better use of our time together. Dentists too; if you have/want dental coverage...
  5. Be ready, when I get there, some folks change the login and password on the Medicare website, trying to find it uses valuable time. Please have it ready for me. Medicare's website will list every prescribed drug you receive in 2025, so the list above helps weed-out one time prescriptions. 
  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. Use our Contact Us page to start the process...