Our local advisors can help you decide if now is the time to enroll in Medicare. Speak to an advisor at 866.891.4283 or get started with a checklist.
If you find yourself in this window of time, you are officially eligible.
Initial enrollment period
begins three months before
the month you turn 65
Initial enrollment period
ends three months after
the month you turn 65
Expert Tip* Enrollment requirements and deadlines can get tricky, so even if you’re unsure about starting Medicare during this timeframe, contact our team now to make sure you’re meeting deadlines and avoiding coverage gaps or potential penalties and fees.
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 you’re on track for a smooth transition to Medicare. Plus, our services are provided at no cost or obligation.
Now more than ever, individuals are working past 65 and delaying retirement. The good news: Retirement is NOT a requirement for Medicare. That’s right. You can take advantage of your Medicare benefits without retiring.
Our local advisors can:
You’re not alone. Medicare can seem overwhelming. You’re likely being bombarded with mail and commercials about Medicare that are confusing. Don’t worry; help is here!
We recommend you start with a conversation with one of our local advisors. Our team will take the time to get to know you one-on-one and hear what matters most to you. We’ll discuss your unique needs, plans for retirement or for working past 65, and other factors that will determine your specific next steps as they relate to Medicare and the enrollment process.
We’ll answer any questions you may have about penalties, HSAs, spousal coverage, employer coverage compared to Medicare, costs, and more. We view our clients as our partners, and we will give you the tools and resources you need to make a confident decision for your health care plan―all at no cost or obligation to enroll.