For Friends & Family

Understand Your Options

There are a variety of coverage options when it comes to choosing a Medicare health plan. Which one will be right for your loved one? Please join us to learn more about the options available to Medicare beneficiaries. Click here to find a free, no-obligation Medicare seminar near you.

Talk to Your Loved Ones

Set aside a specific time to discuss all of the options at a time that is convenient for both of you. Our health plan specialists are available to help you navigate the many Medicare health plans. Click here to request a free, no-obligation, personal appointment with a health plan specialist

Information is the Key

Some coverage options coordinate with original Medicare and some don't. If your loved one currently has other health insurance coverage, find out what type of coverage it is and who offers it. Make sure to document the following information, which can be located on the beneficiary’s Medicare ID card:

• Medicare Claim Number
• Hospital (Part A) Effective Date
• Medical (Part B) Effective Date

For a no-obligation, personal appointment to evaluate your loved one’s options, click here.

What coverage does your loved one have now?

Find out if they have concerns with their current coverage. Help them determine the features and benefits they consider most important in their Medicare plan. This will help them find a Medicare Advantage plan that best meets their needs.

Create a List of All Needed Drugs

Create a list of all prescription medications, including dosage and frequency. As you seek information about any Medicare plan’s prescription coverage options, ask for a copy of their formulary.

Is it time to Enroll?

Once you and your loved ones have decided it is time to enroll in a Medicare plan, there are several ways that you can help them. Click here to find out how to enroll. If you are the enrollee’s legal representative, you can even apply online on their behalf!