Plan Review
An annual Medicare plan review — 30 minutes that protects your year.
A calm, no-pressure walk through what's changing in your coverage and whether you're still in the right plan.
Why review
Why an annual review matters
Your medications change
A new prescription can shift your best Part D plan entirely.
Plans change every year
Formularies, networks, and copays update each January.
Your doctors may move networks
Confirm your providers are still in-network before the year starts.
Extras shift too
Dental, vision, OTC, and fitness benefits often change without notice.
What changes every year
What we'll check together
- Premium and out-of-pocket maximums
- Drug formularies and tier placement
- Pharmacy preferred status
- Provider and hospital networks
- Dental, vision, hearing, and OTC benefits
- Plan availability in your ZIP code
- Licensed Medicare ProfessionalHampton Roads, VA
- Education-FirstNo-pressure conversations
- Community-CenteredWorkshops & speaking
- Caregiver-FriendlyBring family or a friend
What happens next
A simple, no-pressure path.
- 1
Book
Pick a time that works — phone or in person.
- 2
Quick intake
A few questions about doctors, prescriptions, and budget.
- 3
Review options
Plain-language comparison of the plans that fit you.
- 4
Next steps
Enroll if you're ready, or take notes home — no pressure.
Ready for your annual plan review?
A 30-minute conversation — phone or in person, on your schedule.