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New to Medicare?

We've got you covered!  Our enrollment process for  Medicare Beneficiaries is straightforward and comprehensive.   Use our Initial Enrollment Period tool below to determine your eligibility dates.   

Eligibility Assessment

An initial assessment is crucial for a potential Medicare beneficiary. Our review involves discussing past and present medical issues, medications, and lifestyle factors to determine eligibility and help to create an enrollment strategy.

Plan & Benefit Analysis

Once we have a clear timeline and action plan, we can help compare your current insurance plan options to potential Medicare plan options. This is important whether you have active employer insurance or have other forms of insurance like Tricare, Individual insurance from a state exchange or other state sponsored programs like Medicaid.

Enrollment

Once we have identified the plan that makes the most sense for you and your lifestyle, we will submit an application to your chosen carrier.  Once confirmed, we will provide a summary of plan choices and any additional benefit items.

Turning 65?

It's time to get moving!  During your Initial Enrollment Period - A 7-month window that begins 3 months before you turn 65, the month of your 65th birthday and ends 3 months after you turn 65- you are eligible to sign up for parts A & B of Medicare.

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