Calm, clear answers — at your pace.
Whether you're turning 65, reviewing your plan, or helping a parent, here's how we walk through it together.
The simple version.
3 months before 65
Initial Enrollment Period opens. Time to understand Parts A, B, C, and D and what fits you.
Birthday month
Coverage typically starts the first of your birthday month if you enrolled early.
After 65
Annual Enrollment (Oct 15 – Dec 7) is your yearly chance to review and switch plans.
Anytime life changes
Move, lose employer coverage, or qualify for help? Special Enrollment Periods may apply.
Bring these to your appointment.
- Medicare card or Social Security number
- Your current doctors and preferred hospitals
- List of prescriptions (name, dosage, frequency)
- Any current insurance ID cards
- Questions about cost, coverage, or travel
Helping a parent or loved one?
Caregiving is a lot. We make Medicare the easy part of your week — with patient explanations, organized notes, and a plan you can both feel good about.
- • Bring your parent in person or by phone
- • Get a printed plan summary you can take home
- • Free caregiver question cheat sheet (in Resources)
Pick a time that works.
A 30-minute conversation, on the phone or in person. No pressure to enroll.
By scheduling, you understand a licensed agent may contact you about Medicare Advantage, Prescription Drug Plans, or Medicare Supplement Insurance Plans.
30-Minute Medicare Review
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Common questions
When can I enroll in Medicare?+
Most people are first eligible during the 7-month window around their 65th birthday (Initial Enrollment Period). The Annual Enrollment Period runs Oct 15 – Dec 7 each year, and there are Special Enrollment Periods if you have a qualifying life event.
How much does Medicare cost?+
It varies. Part A is usually premium-free if you've worked enough quarters; Part B has a standard monthly premium set each year. Medicare Advantage and Part D plans have their own costs. We'll review your specific situation together.
What should I bring to a Medicare review?+
Your Medicare card or Social Security info, a list of your current doctors, your prescription drug list (with dosages), and any current insurance cards. Don't worry if you're missing something — we'll work with what you have.
Do I have to buy a plan from you?+
Never. Education comes first. If a plan is right for you and we represent it, we can help you enroll. If not, we'll point you in the right direction.
Can you help me even if my parent is the one on Medicare?+
Absolutely. Caregiver appointments are a regular part of what we do. Bring questions, paperwork, or just yourself — we'll help you organize it.