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New To Medicare Checklist

We know that Medicare can be a maze. We are here to help! Start your Medicare journey with confidence with this simple, New To Medicare checklist.

6 MONTHS BEFORE YOU TURN 65

Meet with an agent at The Medicare Whisperer™

Learn about:
The parts of Medicare and how the plans are structured (Medicare Parts A, B, C and D)

The difference between a Medicare Supplement and the Medicare Advantage program

The costs associated with each part

What Does Your Current Situation Look Like?

Assess your current insurance coverage & working situation. This information will help decide if you should enroll in Medicare Parts A and/or B if you plan to continue working beyond age 65.

Note: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or
1-800-MEDICARE to get information on all your options.

3 MONTHS BEFORE YOU TURN 65

Begin Enrollment

Make sure to tell your agent if you have a Health Savings Account

Enroll in Medicare Part A during your Initial Enrollment Period, which b
egins 3 months before you turn 65, the month of your 65th birthday and 3 months after.

Retiring at 65? 

Enroll in Medicare Part B unless you are still working, have other creditable coverage, or you're eligible for a Special Enrollment Period

Build Your Coverage

Enroll in a Prescription Drug Plan and choose between a Medicare Advantage or Medicare Supplement to build on to your coverage

Keep Track With A MyMedicare Account

Create an account at www.myMedicare.gov to keep track of all your Medicare coverage, claim information and much more

Don't have an agent yet? Reach out to us!

THE MONTH BEFORE YOU TURN 65

Check Your Mail

Keep an eye out for your red, white and blue Medicare card and your Summary of Benefits

Additional Cards

You will also receive cards related to your Prescription Drug Plan, and Medicare Advantage plan or Medicare Supplement

Haven't received your cards? We can help with that!

ANNUALLY

Review Every Year

Just like your health needs change year to year, health insurance plans do too. Review your Medicare plans every year from October 15th to December 7th to make sure they are still the most appropriate decision for you.

Check It Off The List

Receive a free download of the New To Medicare guide, conveniently packed into a checklist to help you stay on track as you navigate Medicare!

Free Download

Ready To Kick Start Your Medicare Journey?

For more more questions, leave us a message and one of our Medicare experts will reach out to you in the next
1-2 business days.

Looking forward to connect with you! 

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“The Medicare Whisperer™” is a division of Wise Choices Financial LLC™. Neither “The Medicare Whisperer™” nor Wise Choices Financial LLC™ are employed by, authorized by, or certified by Medicare. Medicare and “The Medicare Whisperer™”/Wise Choices Financial LLC™ are separate entities and are not affiliated.