Free Guide
Annual Plan Review Checklist
What to bring (and ask) at your yearly Medicare plan review.
What's inside
A simple checklist for the annual review most people skip — and a clear way to decide whether to stay or switch during AEP.
- Exactly what to bring to your plan review
- How to read your Annual Notice of Change (ANOC)
- What to compare against your current premium and out-of-pocket max
- How to check if your prescriptions and doctors are still covered
- How to decide between staying, switching, or adjusting your plan
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.
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