Is now the right time for you to enroll in Medicare?
If you are approaching 65 or have questions in regards to Medicare enrollment, we can help. Medicare does not have to be complicated; our team is highly trained to simplify the process and provide you comprehensive solutions.
Medicare planning is one of the most important choices you will make. Our approach is individualized and focuses on what fits your situation. Situations also change, which makes our services even more valuable. Annual reviews are an important piece of Medicare planning and our office provides customer service and annual reviews, all free of charge!
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3 months before you turn 65, research your Medicare options and register for both Medicare Part A and Part B one of the following ways:
- Online with Medicare [click here]
- Online with Social Security [click here]
- Call Social Security at 1-800-772-1213
- Visit your local Social Security Office
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Most americans should enroll in medicare part a when they are first eligible at age 65, but you may be able to delay part b.
The size of your employer will determine if you can delay Medicare Part B enrollment and not have to face a late enrollment penalty later.
[row] [col span=”6″ span__sm=”12″] [divider align=”center” width=”150px”]If there are 20 or more employees in the company:
- Check to make sure you have group health plan coverage (as defined by the IRS). Your employer’s benefits manager is a great place to start!
- Compare Medicare’s coverage with your employer’s plan benefits.
You may be able to delay Part B enrollment with Medicare!
Follow the link below to Medicare.gov for more information.
[button text=”Go to medicare.gov” size=”small” link=”https://www.medicare.gov/sign-up-change-plans/how-do-i-get-parts-a-b/should-i-get-parts-a-b” target=”_blank”] [/col] [col span=”6″ span__sm=”12″] [divider align=”center” width=”150px”]If there are 20 or less employees in the company:
You should sign up for Medicare Part A and Part B when you are first eligible one of the following ways:
- Online with Medicare [click here]
- Online with Social Security [click here]
- Call Social Security at 1-800-772-1213
- Visit your local Social Security Office
After you have enrolled in Medicare Part A and B, contact a Medicare Team member to purchase a Medicare Supplement, Prescription Drug (PDP) or Medicare Advantage Plan.
[button text=”Contact a Team member” size=”small” padding=”0px 0px 0px 0px” link=”/contact/”] [/col] [/row] [/accordion-item] [accordion-item title=”Are you over age 65 and ready to retire now?”] [row] [col span=”4″ span__sm=”12″]3 months before you are ready to retire, enroll into Medicare Part A (if you did not at age 65) and Part B.
You can do so one of the following ways:
- Online with Medicare
- Online with Social Security
- Call Social Security at 1-800-772-1213
- Visit your local Social Security Office
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You will need these forms.
Submit them to your Social Security Office.
[divider align=”center” width=”228px”] [button text=”CMS-L564″ padding=”0px 39px 0px 39px” depth=”3″ expand=”true” link=”https://www.cms.gov/medicare/CMS-Forms/CMS-Forms/Downloads/CMS-L564E.pdf” target=”_blank”] [gap height=”15px”] [button text=”CMS-40b” color=”secondary” padding=”0px 40px 0px 40px” depth=”3″ expand=”true” link=”https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS40B-E.pdf” target=”_blank”] [/col] [col span=”4″ span__sm=”12″] [ux_image_box img=”2011″]After you register for Medicare Part A and B
Contact a Medicare Team Specialist to review and purchase a Medicare Supplement, Prescriptions Drug or Medicare Advantage Plan
[button text=”contact us” style=”shade” radius=”5″ depth=”3″ depth_hover=”5″] [/ux_image_box] [/col] [/row] [/accordion-item] [/accordion] [gap] [title style=”center” text=”Register now for Saturday’s Online Medicare 101 Workshop. Saturday Workshops start at 10:00 am.” tag_name=”h2″]