MEDICARE PLAN REVIEWS
What Is a Medicare Plan Review?
A Medicare plan review is an opportunity to take a closer look at your current coverage and make sure it still fits your healthcare needs, preferences, and budget.
Review Your Current Coverage
Start with the Medicare plan you have today. Understanding your current coverage is the first step toward knowing whether it continues to meet your needs.
Look at What Has Changed
Your healthcare needs, prescriptions, doctors, finances, and priorities can change over time. A review gives you an opportunity to consider those changes.
Understand Your Options
If your needs have changed, you may have different coverage options to consider. Understanding those options can help you make a more informed decision.
A plan review doesn't automatically mean you need to change plans. Sometimes the best outcome is simply knowing that your current coverage continues to fit your needs.
WHY REVIEW YOUR PLAN?
Your Medicare Needs Can Change Over Time.
The plan that worked well for you in the past may not always be the best fit for your current situation. A Medicare plan review gives you an opportunity to look at your coverage and see what may have changed.
Your Plan May Have Changed
Medicare plan benefits, costs, provider networks, and covered services can change. Reviewing your coverage can help you understand what your plan offers today.
Your Healthcare Needs May Change
New doctors, medications, treatments, or changes in your healthcare needs may affect what you want from your Medicare coverage.
Your Priorities May Be Different
Your priorities may shift over time. You may care more about prescription coverage, provider access, costs, benefits, or other features of your Medicare plan.
A Review Can Give You Confidence
Even if you decide to keep your current plan, understanding your coverage can give you greater confidence in your Medicare decisions.
A Medicare plan review is about understanding your coverage—not automatically changing it. The goal is to help you understand your options and determine whether your current coverage still fits your needs.
WHAT WE LOOK AT
A Closer Look at Your Medicare Coverage.
During a plan review, we look at the parts of your Medicare coverage that matter most to you. The goal is to help you understand your coverage and compare options that may be available to you.
Your Doctors & Providers
We can look at the doctors and healthcare providers you want to continue seeing and consider whether they participate in the plans you're reviewing.
Your Prescription Drugs
Your medications can be an important part of your Medicare coverage. We can review your prescriptions and consider how they may be covered under different plan options.
Your Costs
We can review premiums, deductibles, copays, coinsurance, and other potential out-of-pocket costs so you have a clearer picture of what your coverage may cost.
Benefits & Coverage
We can compare the benefits and coverage offered by plans you're considering, including services and features that are important to your healthcare needs.
Your Coverage Should Work for Your Situation.
Every person's Medicare situation is different. We take the time to understand what matters to you before discussing available options.
HAS SOMETHING CHANGED?
When Should You Consider a Plan Review?
Life doesn't stay the same, and your Medicare needs may change along with it. A plan review can be helpful when something about your healthcare, coverage, or priorities is different.
Your Doctors Have Changed
You started seeing a new doctor, specialist, hospital, or other healthcare provider.
Your Medications Have Changed
You started, stopped, or changed prescription medications and want to understand how your coverage handles them.
Your Healthcare Needs Have Changed
Your healthcare needs or priorities have changed since you originally selected your current coverage.
You're Thinking About Your Costs
You want to better understand your premiums, copays, deductibles, or other potential out-of-pocket expenses.
Your Priorities Are Different
Something that wasn't important when you chose your plan may now be a bigger part of your healthcare decisions.
You Simply Want to Review
You don't need a major life change to ask questions about your Medicare coverage and make sure you understand your options.
Not sure whether a plan review makes sense for you? That's exactly what a conversation can help you determine.
YOUR PLAN REVIEW
What Happens During Your Appointment?
We keep the process simple. Your appointment is a conversation focused on your Medicare coverage, your healthcare needs, and the options available to you.
Talk With Us
We'll start by learning about your current Medicare coverage, healthcare needs, doctors, prescriptions, and what matters most to you.
Review Your Options
We'll review your current coverage and discuss Medicare options that may be available based on your situation and priorities.
Understand Your Choices
You'll have the opportunity to ask questions, understand the differences between your options, and decide what makes sense for you.
TAKE YOUR NEXT STEP
Ready to Review Your Medicare Coverage?
Schedule a one-on-one conversation to review your coverage, ask questions, and learn more about your available options.
Schedule Your Plan ReviewPrefer to talk by phone? 888-807-5221