Annual Enrollment
Join, switch or drop a Medicare Advantage or Part D plan. Changes take effect January 1.
Book a review
A conversation, at a time that suits you
No fee, no obligation. We work remote-first, so reviews happen by phone or video and usually take somewhere between thirty and sixty minutes, depending on how much you already have in place.
Mon–Fri, 10am–4pm — Call or email to arrange a time that works for you.
Timing
Where we are in the Medicare year
If your question is about Medicare Advantage or Part D, the highlighted window governs when a change can actually take effect. Everything else — Medicare Supplement, ACA, supplemental coverage and annuities — can be reviewed any time of year.
Advantage Open Enrollment
Already in an Advantage plan? One change — switch plans or return to Original Medicare.
Everything else
Medicare Supplement's one-time window, plus ACA, dental/vision/hearing, hospital indemnity and annuities.
Preparation
What to have handy
None of this is required — we can work with whatever you have. But the more of it you can find, the more specific the answers get. Tick items off as you gather them; the list remembers your progress on this device only.
Review checklist
0 of 8 gathered
What happens
How the meeting goes
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You talk, we listen
What prompted the call, what you already have, what worries you.
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We work out whether there's a gap
Sometimes there isn't. That is a real and common outcome.
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If there is, you see options in writing
Side by side, with the limitations shown as clearly as the benefits.
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You decide in your own time
There is no same-day pressure. Take the comparison home.
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, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.