Turning 65? happy birthdayAfter you turn 64, it's not too early to plan and learn about Medicare. We will explain original Medicare and what is needed to be done at your local Social Security office and create a timeline for you. Plan early and contact us right after you turn 64 and introduce yourself. We want to help you through the upcoming months.
Some clients bring their Medicare mail to us to help them sort through it. |
Rx Reviews. savingsBefore making any decision on a Medicare health plan, a licensed broker should be informed of all your prescription information. There are many salespeople on TV or ones that call you at home that do not take time to review your prescriptions in depth.
This takes a little bit of time and they may not be concerned about how your prescriptions are viewed within other plans on the market. This is why you should always request a FULL Rx review and comparison of multiple carriers. |
Family & Friends. referralsWe are here to also assist your family and friends. We appreciate all our client referrals and this is the greatest compliment our Senior Health Advisors can receive.
Since we are not able to contact your family and friends initially per CMS guidelines, please ask them to reach out to us directly. It would be our pleasure to assist them. |
Call our Medicare support line at 877-283-7600 option 2
Annual Reviews peace of mindCarriers change their plans from year to year. Networks change. Carriers leave counties and enter counties. They are constantly tweaking their benefits and this can have a significant impact on you.
What you purchased one or two years ago may not be the best plan for you this year or for the next year. It is good to review your plan with us each year. If you have enrolled with an agent in the past but are not in current communication or are not meeting each year for an annual review, it could be costing you hundreds or thousands of dollars each year. |
Specific Situations inquireIf you have specific situations that may require more discussion, our team is trained to help ensure you are receiving all that is entitled to you.
Some specific situations may include: Veterans, Medicare & Medicaid dual eligible, receiving extra help, on disability, moving to a new area or moving out of an area. |
Final Expense and Life Insurance free reviewLife insurance and final expense plans are to help those you may leave behind. While these are not easy conversations, they are important. Meet with one of our team members to review your options and discuss any current health issues. This coverage may be more affordable than you think and plans can be designed to fit within your budget.
Annuities and Savings Rates free comparisonsMany of our solutions will provide a conservative approach to how you manage your money. We work with guaranteed rates and can provide you with real time comparisons. Ask our team how we can increase the savings rate of your current bank and also assist you with reliable and potentially higher returns for your fixed investments.
Call our Medicare support line or a
BOST Senior Health Advisor near you. 877-283-7600 option 2 Who should I ask ?When individuals begin to think about Medicare, they go to people they trust like family, friends & colleagues. There is nothing wrong with gathering information from them based on their experience, however, your situation most likely will not be the same.
We have had many clients who said to us, "I want the plan that my __________ has". In the end, that plan would not have been the best for them. We are here to provide a NO COST consultation from licensed and certified Senior Health Advisors. We commit to doing what is in your best interest. When you are ready to discuss your personal Medicare situation, give us a call and see our services below that are available to you at no obligation to purchase, EVER. |
