Elderly woman holding glasses near her face, examining documents on the table in front of her, with a brick wall in the background.

SIGN UP FOR MEDICARE: Information you will need to Signup on line for SS or Medicare (PDF) It’s quick and easy. Print this list and have the information you need handy.

Turning 65 Checklist (PDF) - A helpful list to track important activities and when to complete them during the critical months before you turn 65.

Working past 65 & Medicare (PDF) - A one page summary of what Medicare requires and recommendations to consider when working past 65 based on your personal situation.

7 Questions (PDF) to ask about every plan you consider. These are important questions to ask anyone trying to sell you a Medicare Plan. Save money and make a quality decision.

Do you know the 5 costliest Medicare errors? We can explain these, so you can avoid making them. Click to schedule an appointment or join a live, online meetup.‍ ‍

1. Focusing Only on the Premium

2. Assuming Your Doctors Are Covered

3. Ignoring Prescription Drug Formularies

4. Copying a Friend's or Spouse's Plan

5. Missing Key Enrollment Deadlines

Changes are coming in 2027 Part D drug coverage that can significantly impact you. If your agent does not book time with you annually, you need one who will. We connect with all of our customers every year to review the impact of Medicare changes and discuss changes in your life as well. e time every year to review the impact of Medicare changes. Schedule time with one of our experienced agents today!

Tools to help you on your Medicare journey.

First step: Go to our convenient Medicare Enrollment Calculator to get a clear picture of critical dates in the enrollment process.

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