RETIREMENT INCOME • SOCIAL SECURITY • MEDICARE
MEDICARE GUIDANCE

Medicare guidance for clearer coverage decisions.

Start with your healthcare priorities. Bring your provider list, prescriptions and coverage questions so the conversation focuses on what matters to you.

Let’s talk about my options
Sunlit path toward a new horizon A clearer path starts
with the right questions.
WHAT WE’LL EXPLORE

Start with what
matters to you.

01

Identify the doctors and prescriptions you want to review.

02

Consider costs alongside coverage and access to care.

03

Discuss how existing coverage fits into the conversation.

COME WITH QUESTIONS

Make the most of
your conversation.

No need to have everything figured out.

Which doctors and hospitals are important to you?

Make a list of the providers and facilities you want to keep using. Have that list ready when discussing coverage options so access to care is part of the review.

What prescriptions and current coverage should be reviewed?

Prepare a list of prescriptions, preferred pharmacies and existing insurance for your appointment. Do not submit medication details or insurance identification numbers through this website.

Are you approaching Medicare or reviewing existing coverage?

Tell us whether you are exploring Medicare for the first time or reviewing coverage you already have. Mention any upcoming coverage changes so the conversation starts with your situation.

Not affiliated with or endorsed by the U.S. government, Medicare or the Social Security Administration. This website does not enroll you in a plan or establish a Scope of Appointment. Coverage and availability depend on the plan and service area.
YOUR NEXT CHAPTER STARTS HERE

You don’t need all the answers.
Just a place to start.

Start my retirement conversation

A focused conversation about what matters to you.