Approaching 65?

Your Medicare Roadmap Starts Here

Navigating Medicare for the first time can feel complex. We simplify your Initial Enrollment Period, ensuring you understand your choices and avoid penalties.

The 7-Month Window

Key Dates for Turning 65

01
02
03

3 Months Before

Month of 65th Birthday

3 Months After

Your Initial Enrollment Period begins. Start researching plans and understanding your options: Medicare Advantage, Supplement, and Part D.

This is your core enrollment month. If you enroll in Part B now, coverage typically starts the first day of your birthday month.

Your Initial Enrollment Period ends. Missing this deadline for Part B can result in lifelong late enrollment penalties and delayed coverage.

Before Your Consultation

What to Gather for Your Review

Please prepare a list of your current doctors and specialists, including their full names and practice locations. Also, have a complete list of all prescription medications you currently take, including dosages and frequency. Finally, if you have any existing health coverage (like employer or retiree plans), gather those details for comparison.

To ensure we provide the most accurate and personalized guidance, having a few key pieces of information ready can make your zero-cost plan review even more efficient. This helps us tailor recommendations to your specific needs.

Request Your Personalized Turning 65 Guidance

Get clear, carrier-neutral guidance tailored to your doctors, medications, and budget. Our local Medicare specialists are here to help.