Annual Enrollment is coming Oct. 15! Start here to enroll or switch.

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Does your loved one need Medicare guidance?

Helping a family member enroll in Medicare and choose a Medicare plan may seem like a stressful task, but it doesn’t have to be. We can be your guide and simplify the process so you both feel confident in their decision. Get started by downloading our checklist that explains what steps you should take and when.

“Morgan was really patient and understanding of my mom she made sure she to not be pushy or make her feel rushed I couldn’t have asked for a better person to help my mom make the best decision on picking her Medicare coverage.” – Ashley R.


 

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How to help a family member enroll in Medicare or choose a Medicare plan.

Medicare is confusing for everyone, so you need a partner like RetireMed to help you navigate Medicare. Our advisors are with you every step of the way, helping your family member enroll and researching plan options that match their needs, budget, and lifestyle. Just like you, we want to make sure your loved ones are well taken care of and are on the right plan for their unique situation. Plus, there is never a cost for our services.

Additionally, we provide lifelong support. Our Client Engagement Team is here for them and YOU year-round. As a family member or caregiver, you need someone who can answer your questions and offer assistance. At RetireMed, we can add authorized users to accounts for our clients, meaning that once your loved one is a client and they add you to their account, you can call in and ask questions about anything pertaining to their insurance coverage.

 

Do you know when they are eligible for Medicare?

First, you will need to determine when they are eligible for Medicare. Our Eligibility Tool can help.

Check My Eligibility

 

Do they plan to continue working after age 65?

Retirement isn’t a requirement for Medicare. Your family member can enroll in Medicare and continue working full or part time. Learn more here.

 

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What should I do when they’re ready to enroll in Medicare?

1. Gather a list of their preferred doctors and medications

With this information, we can ensure that the plans we evaluate align with your loved one’s specific health care needs, enabling us to provide you with personalized recommendations tailored to their unique situation.

 

2. 5-Minute Phone Assessment Call

RetireMed for your initial phone assessment. In this brief phone call, we'll collect key pieces of information (such as date of birth, location, and doctors and medications) that will help us research Medicare plan options in your area.

 

3. Get scheduled for your Medicare appointment

During this appointment, you and your family member will speak one-on-one with a benefit advisor who will review the research we conducted and show you several Medicare plan options that fit their needs. Additionally, we provide assistance with the enrollment process from start to finish.

 

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How to help a family member switch to a different Medicare plan.

Perhaps your family member already has Original Medicare (Parts A and B), or Original Medicare and a stand-alone prescription drug plan (Part D), but would like to consider switching to a Medicare Advantage plan (Part C). Or maybe they are already on a Medicare Advantage plan and you’d like to explore other Medicare Advantage plans. Our advisors can compare their options and explain when they can make these types of changes, such as during Medicare’s Annual Enrollment Period, Oct. 15 – Dec. 7 each year. Learn more about enrollment periods here.

 

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Reach out to RetireMed for personalized guidance.

Our team supports you through every step in the Medicare process—from finding the right plan to enrollment and beyond. We'll handle all the paperwork and make sure your loved one is on track for a smooth transition to Medicare. Plus, our services are provided at no cost or obligation. Meeting with us is easy: in-person at our Miamisburg or Blue Ash office, by phone, or by Zoom video appointment.

We’ve helped more than 50,000 people just like you in Ohio, Kentucky, and Indiana.

Very good experience with these folks. Mindy was very thorough and informative regarding my path forward. She walked me through the application process and printed out and highlighted what I needed to follow-up on for submittal. Visited the local SS office and delivered the documentation and they verified the urgency and status of the claim. The plan Mindy had pre-picked for me based on my initial interview was the perfect fit for me, just what I was looking for. Applying for SS and Medicare can be a daunting task, they try hard but it is a bureaucracy. It is comforting to have real professionals with vast experience to help you through the process and beyond. Looking forward to a long relationship.
joe Dayton (NoTrollsWelcome)
joe Dayton (NoTrollsWelcome)
Google
5 months ago
Had a great experience setting up Medicare plan with Nick Singh in Miamisburg office! Nick was very knowledgeable in explaining the process and didn’t benefits in a very easy going manner..made follow up text to make sure everything was going as planned.. made process easy and enjoyable! Kudos
Willie Harrington
Willie Harrington
Google
5 months ago
I've been in contact with them for several years, not really ready to start my Medicare journey but just asking a lot of questions. They were always helpful with any questions I had about coverage. I finally took the plunge to sign up and they really helped through the process. It was easy, they were very informative about the products offered and was great with followup. I can't say enough good things about them. They made it seamless...
Jerry Rohrer
Jerry Rohrer
Google
6 months ago
From the first time I walked thru the door the Retiremed staff were welcoming ,helpful, knowledgeable and friendly. I can’t say enough good things about Mindy Berry, she is knowledgeable, caring and explained everything so I could understand my Medicare benefits. I would recommend Retiremed to everyone! Thanks for a pleasant experience!
louis silverii
louis silverii
Google
5 months ago
Maria is a saint! She happily answered all of our questions and presented the options and alternatives clearly and concisely! We are light years better off having talked to Maria!!! Retire Med is a winner. Call them and get your Medicare issues taken care of
Bruce Bishop
Bruce Bishop
Google
6 months ago