Medicare Planning Consultation
Medicare Planning Consultation
$0.00
Independent, fee-only guidance from a Medicare expert — with no insurance sales
In your personalized Medicare Planning Consultation, you’ll work one-on-one with a Medicare expert whose only job is to help you make the right decisions — not sell you a plan.
Whether you’re enrolling in Medicare for the first time, evaluating a change to existing coverage, or troubleshooting a specific Medicare issue, this consultation provides clear, step-by-step guidance so you can move forward with confidence and avoid costly or irreversible Medicare mistakes.
What We’ll Help You Decide
During your Medicare Planning Consultation, we’ll address the questions that matter most — so you can move forward with confidence:
- When to enroll in Medicare — including whether delaying enrollment makes sense in your situation
- Which type of Medicare coverage fits your needs — considering both today and how your needs may change over time
- Which Medicare plans are in your best interest — including Medicare Advantage, Medigap, and Part D drug plans
- Exactly how to enroll — with clear, step-by-step instructions tailored to your situation
What’s Included
- A 60-minute one-on-one consultation, conducted by phone or webinar
- A personalized Medicare RoadMap® report (PDF), summarizing your recommendations and next steps
- Clear, written enrollment instructions tailored to your situation
- Follow-up questions answered via email related to your consultation or RoadMap