Turning 65 or over 65 and Retiring
Our 5 Step Approach
Individual Assessment
Turning 65 does NOT mean that you should automatically be enrolling in Medicare. There are many determining factors associated with this decision, and we educate our clients so they can be comfortable with the decision to enroll in Medicare, or to not enroll in Medicare. This is a CRITICAL step to prevent mistakes.
Medicare Overview
If it is determined that you should be enrolling in Medicare, or this decision needs to be further evaluated, it is important that you understand each of the components of Medicare, including how to enroll, and the costs associated with Medicare.
Coverage Options
It is critical to understand the difference between Original Medicare and Medicare Advantage Plans. This decision can be a lifetime decision; we help you establish a firm understanding of these options before you choose your coverage.
Free Quote
We are contracted with multiple reputable, A-Rated insurance carriers, in order to find the best price available for your coverage.
Enrollment
After you have selected your preferred coverage, Senior Advisors will enroll you in your plan(s). This is how we earn our income; when we enroll a client in coverage, the insurance carrier pays us a commission. The pricing for your coverage when Senior Advisors enrolls you, is identical to what it would be if you enrolled yourself. We are a wonderful asset for you, at NO COST.
As a Senior Advisor Client, we help to ensure that you are not overpaying for your Medicare Coverage (Original Medicare or Medicare Advantage) year after year. We also proactively keep you informed about changes and updates with Medicare. We are here to help with general Medicare questions, and questions about your benefits or claims as well.
