Make sure you’re enrolled in both Part A and Part B of Medicare. 

Depending on circumstances, most people are automatically enrolled in Part A, but Part B will be dependent upon individual situations. You can reach out to Social Security if you have questions about your Medicare effective dates or log on to Social Security’s website and create your account (while there, you’ll also be able to ensure your Medicare effective dates are in place).

Once you receive your Medicare card in the mail, and it shows your Part A and Part B effective dates, it’s an indicator that you’re likely able to enroll in a Medicare plan.

This is the time to come on in and talk to us about your options. Medicare plans are not one-size-fits-all types of policies, and finding the right one for you, your situation, and your health history is important. 

If you’re already enrolled in Medicare and have been covered under an employer policy, but will be retiring or leaving the company, you should qualify for an SEP (special election period).

Once you know the date in which your employment coverage will term, you can come into our office and we’ll help you figure out how to transition into your new plan(s).

During our appointment, we’ll discuss all of your options. 

We’ll talk about which elements of health care are most important to you. We’ll run your prescription drug list and figure out which plan gives you the right coverage. We’re licensed with a variety of different companies throughout a few different states, so we’ll be able to compare all of the plans to find the right one for you.