Overview of Medicare Parts A, B, C, and D

Explanation of Medigap vs. Medicare Advantage

Guidance on key enrollment dates and how to avoid late penalties

Personalized checklist of what documents to gather

Answers to your specific questions

Review of your current coverage, medications, and provider preferences

Step-by-step walkthrough of how to compare Medicare Advantage, Medigap, and Part D options

Guidance on interpreting plan ratings, networks, and formularies

Education on supplemental programs (Extra Help, QMB, SLMB, or Medicaid crossover)

7 days of post-session email support for follow-up questions

Comprehensive intake and assessment of healthcare needs and eligibility

Education on dual eligibility, coordination of benefits, and cost-sharing programs

Guidance on completing applications for Extra Help, QMB, SLMB, or other savings programs

Support in preparing questions for licensed agents, social workers, or SHIP counselors

Access to exclusive caregiver templates:

Medication tracker

Provider contact log

Appointment preparation checklist

14 days of post-session email support