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Medicare Readiness Checklist

Your Medicare Readiness Checklist:

Get Ahead 9 to 12 Months Before 65

Confirm your Medicare eligibility by contacting the Social Security Administration at 800-772-1213.

Review your current health insurance policy to understand how your coverage may change when you turn 65.

Start searching additional coverage options to help cover any costs not included in Medicare.

Fine-Tuning Your Options: 4 to 8 Months Before 65

Get familiar with the basics of Medicare: Parts A, B, C, and D.

Check with your doctor to confirm whether they accept Medicare or participate in other Medicare plans.

Explore supplemental coverage options to help with out-of-pocket medical expenses not covered by Medicare.

We’re here to help! Call 855-890-2583 to speak with an Education Specialist for expert assistance.

The Home Stretch: 1 to 3 Months Before 65

Enroll in Medicare Parts A and B. If you haven’t received your enrollment information, contact the Social Security Administration at 800-772-1213.

Planning to take early Social Security benefits? Sign up now—it may take up to three months to receive them.

Ensure your spouse and/or dependents have alternate coverage once you transition to Medicare.

Let us guide you! Call 855-890-2583 to speak with an Education Specialist about your next steps.

Happy 65th Birthday!

Haven’t received your Medicare card yet? Contact the Social Security Administration at 800-772-1213.

Provide your doctor’s office with a copy of your Medicare card and any supplemental coverage you’ve enrolled in.

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Testimonial Jenn, Thank you for helping me with this, what I thought was a confusing task, you have made it simple and very pleasant. You are an excellent professional. Once again, you are absolutely the best. Thank you for making it so easy and solving a very unsettled status in my life.” S. Randall, Refugio
Testimonial With Jenn’s help, I found a plan that was perfect for my wife and I retirement needs and saved us money from what we had been paying. Thank you for always answering our questions, calls and emails. C. Richards, Houston
Testimonial Lesli’s professional manner and her ability to explain the policy to me made my decision to select a supplemental policy for my retirement an easy one. I would highly recommend her to my friends. Thank you Ronald Hornburg, Cypress

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