Free Guide
Medicare Prep Checklist
For people turning 65 — the prep work that makes everything easier.
What's inside
Everything to gather before your Medicare review, the decisions you'll think through, and the dates that actually matter.
- Exactly what documents to collect before your review
- How to think through Original Medicare vs. Medicare Advantage
- The key dates around your 65th birthday — and why they matter
- Questions to ask about doctors, prescriptions, and travel coverage
- What 'extras' (dental, vision, hearing, OTC) really mean
Why this matters
Most Medicare confusion comes from missing a small detail at the wrong time. This guide is the prep we'd walk through together — written so you can use it on your own, with your family, or before our call.
Looking for one-on-one help? Schedule a Medicare Review →