Retiring At Age 65

Seamless Medicare Transition

Turning 65 and retiring can be overwhelming with the amount of Medicare options available.

We guide retirees through the entire process to ensure they make the best choices for their healthcare needs.

Problems People Experience:

• Unclear when to enroll in Medicare to avoid gaps in coverage
• Unsure which Medicare plan is best for your healthcare needs and budget
• Concerned about losing employer-sponsored health insurance
• Difficulty understanding differences between Original Medicare, Medicare Advantage & Medigap plans

Solutions We Provide:

• Ensure timely Medicare enrollment for a smooth transition
• Compare Medicare plans to match health and financial needs
• Explain the differences between Medicare Advantage, Medigap & Part D options
• Help set up Medicare coverage before employer insurance ends

Retirement Prescription Drug Planning

Many new retirees don't realize that their prescription drug costs can change significantly when switching to Medicare.

We ensure they enroll in the right plan to keep their medication costs low.

Problems People Experience:

• Changes in prescription drug coverage after leaving employer insurance
• Overwhelming Medicare Part D plan options
• Unexpected medication costs due to formulary differences
• Risk of late enrollment penalties for not choosing a Part D plan on time

Solutions We Provide:

• Compare Part D and Medicare Advantage drug plans for the lowest cost
• Ensure retirees enroll in prescription drug coverage before losing employer benefits
• Double Check formularies to ensure medications are covered affordably
• Help avoid late penalties by enrolling during the correct window