We provide a personalized Medicare roadmap for Medicare eligible individuals in Colorado as they transition from individual or employer health insurance to Medicare.
NO FEE FOR ANY SERVICE!
WE KNOW THE WAY AND DO THE HEAVY LIFTING
WE ARE PAID BY THE MEDICARE INSURANCE COMPANY OF YOUR CHOICE
01.
DICK & JANE LEARN MEDICARE
Monthly, free education sessions are crafted for a basic overview of Medicare. Topics addressed include:
- How do I apply for Medicare?
- What is the difference between Medicare Advantage and Medicare Supplements?
- What does Medicare insurance cost?
- Do I have to enroll in Medicare when I turn 65?
- What are the differences between Medicare and private health insurance?
02.
PART A & B ENROLLMENT ASSISTANCE
Guidance for:
- Online enrollment Employer forms for enrollment outside of IEP
- When/where to go to enroll
- Understanding Part B enrollment implications so you don't enroll too early
03.
ONE ON ONE CONSULTATION
When you are ready to enroll in Medicare, either when you are within 3 months of your 65th birthday or getting ready to retire and leave your employer's health insurance, we will meet twice. During the first meeting, we will review your options and strategies. Then you can "sleep on it" to see which option resonates with you. The second meeting follows in 7-10 days to finish the Medicare enrollments.
04.
PERSONALIZED ROADMAP
Your Personalized Roadmap recaps the decisions you made as we worked our way through your Medicare enrollment. This deliverable also provides a summary of your plans and contact information.
05.
DENTAL/VISION
Original Medicare (Parts A & B) does not include dental coverage and only covers medical conditions related to your eyes. We will assess your needs and provide options for individual dental and vision insurance. These can be added at any time and are not subject to the Annual Enrollment Period.
06.
ANNUAL ENROLLMENT PERIOD UPDATE
October 1st is the time for Proactive Communication about Medicare changes for the new year. I provide pertinent information via USPS, email and Zoom so you can reassess your plans and make a move if merited.
07.
PUBLIC SPEAKING
The Medicare Sherpa can provide updated, objective information on Medicare insurance for your professional, church or neighborhood group. Presentations are filled with humor and real life anecdotes that always connect with the audience.