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Medicare Advantage Plans

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Medicare Checklist

Your Medicare Readiness Checklist:

Get Ahead 9 to 12 Months Before 65

Confirm your Medicare eligibility by contacting the Social Security Administration at 800-772-1213.

Review your current health insurance policy to understand how your coverage may change when you turn 65.

Start searching additional coverage options to help cover any costs not included in Medicare.

Fine-Tuning Your Options: 4 to 8 Months Before 65

Get familiar with the basics of Medicare: Parts A, B, C, and D.

Check with your doctor to confirm whether they accept Medicare or participate in other Medicare plans.

Explore supplemental coverage options to help with out-of-pocket medical expenses not covered by Medicare.

We’re here to help! Call 855-890-2583 to speak with an Education Specialist for expert assistance.

The Home Stretch: 1 to 3 Months Before 65

Enroll in Medicare Parts A and B. If you haven’t received your enrollment information, contact the Social Security Administration at 800-772-1213.

Planning to take early Social Security benefits? Sign up now—it may take up to three months to receive them.

Ensure your spouse and/or dependents have alternate coverage once you transition to Medicare.

Let us guide you! Call 855-890-2583 to speak with an Education Specialist about your next steps.

Happy 65th Birthday!

Haven’t received your Medicare card yet? Contact the Social Security Administration at 800-772-1213.

Provide your doctor’s office with a copy of your Medicare card and any supplemental coverage you’ve enrolled in.

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Testimonial Brittany, You’ve done an excellent job and we’ve already been approved and have our cards. Jack Corman, Oklahoma City
Testimonial “Chad was very helpful with everything. Each time I dealt with Chad, he was wonderful! He was honest and when he said he’d get back to me, he did.” Robert Brashers, Claremore
Testimonial “Really simple process, a lot easier than filling it all out alone. Marc has been a lot of help and it’s nice that he checks in from time to time to make sure all is good. “ Shellie Wakat, Tulsa

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