Medicare

Basic Information -  Effective January 1, 2021

Signing up for Medicare is an important decision you do once in your lifetime.  (Enrolling late may result in penalties.)  You need to be sure it is set up correctly.  The information available can be overwhelming.  My clients like that I simplify the information and walk them through the enrollment.

Basic Rules:

  1. Apply for Medicare PArt A & B within 3 months prior to your 65th birthday month by either:

    • Going to Medicare.gov​. Click on "Sign Up / Make Changes"

    • Going to the Social Security office

  2. Schedule a meeting with me to review the insurance options to supplement Medicare.

  3. Enroll in a Medicare supplement prior to  your birthday month.