Medicare Planning

Going on Medicare?

You are facing a multitude of issues as you transition on to the Medicare programs. It is important you make the right decisions in a timely fashion to prevent costly mistakes.

Medicare programs, like the part “D” prescription drug plans offered as standalone plans and the drug plans included in Medicare Advantage healthcare plans, make your choices and decisions even more complex.

Social Security Planning

 

Trying to determine if you are better off enrolling in a Medicare Advantage plan or a traditional supplemental insurance plan or if you should select prescription drug coverage depends entirely on your individual situation. Medicare benefits change every year, supplemental insurance plans, Medicare Advantage plans and prescription drug coverage also change yearly.

Your healthcare needs change and your financial situation can change as well. Our independent agency has helped our client’s transition to Medicare since 1989. We provide you one source for the information you need to make informed decisions about your health insurance needs during retirement. We are always just a phone call away!

START USING OUR FREE “TRANSITION TO MEDICARE” SERVICES TODAY!

Important Notice
*Centers for Medicare & Medicaid Services (CMS) current market guidelines do not allow the giving of any gifts valued in excess of $15.00. All the gifts we offer on this site exceed the CMS retail value limits. We do not charge any fees for providing free up-to-date information about Medicare and your supplemental insurance options. The insurer pays us a commission if we enroll you in any Medicare Advantage Plan, Medicare Part “D” prescription drug plan or traditional Medicare supplemental insurance plan. We are not affiliated or associated with any State or Federal government entity.


Browse our PDF library for up-to-date information about Medicare and Social Security.


Useful information about Medicare:

MEDICARE & YOU - PDF
A GUIDE TO HEALTH INSURANCE FOR PEOPLE WITH MEDICARE - PDF
WHERE TO GET YOUR MEDICARE QUESTIONS ANSWERED - PDF
MEDICARE AND THE NEW HEALTH CARE LAW - PDF
YOU’RE MEDICARE BENEFITS - PDF

Useful information about Social Security:

UNDERSTANDING SOCIAL SECURITY BENEFITS - PDF
SOCIAL SECURITY - MEDICARE - PDF
WHAT YOU NEED TO KNOW WHEN YOU GET SSI - PDF
SSI ASSISTANCE EXTRA HELP PAYING FOR YOUR PRESCRIPTION DRUGS - PDF

Useful information from Arizona State:

STATE HELP FOR SENIORS - PDF
PROTECTING ARIZONA SENIORS - PDF