Turning 65 or Retiring Soon?
​Start Here Before Choosing a Medicare Plan

Most of our clients come to us through referrals from friends, family, and neighbors. If you were referred to our office or received one of our postcards, these short videos will help you understand the basics of Medicare before we meet.

Schedule an Appointment

​Start Here

Start with the Medicare Timing video, then watch the Supplement and Advantage videos.

​If you are still working, please watch the “Still Working at 65” video before scheduling.

Medicare Enrollment Timing

Learn when to enroll in Medicare and how the timeline works when you turn 65.

Medicare Coverage Options

Learn how Medicare Supplement plans work with Original Medicare and why some people choose this option.

Special Situations

If you are still working and covered under an employer plan, your Medicare timing may be different.

Before Your Appointment

What Happens During an Appointment

What to Bring to Your Appointment

Ready to Review Your Medicare Options?

These appointments are designed for people turning 65 or retiring soon who want help choosing Medicare coverage.

If you are still working and covered under an employer plan, please watch the “Still Working at 65” video before scheduling.

Schedule Your Medicare Appointment