Helping You Ace this Medicare Open Enrollment Season
Health Is the New Wealth
Allocating a portion of your cash flow budget towards supporting your health and wellness is critically important. Many chronic conditions and disease can be prevented by adopting a healthy lifestyle. Let’s start by discussing Medicare and your health at the macro level in relation to your financial plan before my colleagues dive into the details of Medicare and this year’s open enrollment period.
Medicare for Tomorrow - 2023
This presentation reviews the Medicare benefits and changes for 2023. We point out changes in deductibles, premiums, copays for traditional Medicare as well as explain how to change Medicare Advantage and prescription drug plans. We also discuss Medicare supplements/Medigap policies including any changes for 2023 and options to change carriers/plans. We review late enrollment options for Part B or prescription drug coverage.
Understanding the Ins and Outs of Supplement and Drug Plans
This presentation reviews Medicare supplement or Medigap plans, how they are similar and how they are different. We will review what each plan covers and what it doesn’t and how it works with your Original Medicare coverage (Parts A & B). We will also take a thorough look at prescription drug coverage (Part D). We will look at how it works with Medicare, how to get signed up and what you need to know.
Medicare Advantage Plans - A Deep Dive for 2023
This presentation reviews Medicare Advantage for next year. We review the timeframe for making changes; why it is important to review your current plan; how to compare plans and what to look for and other key indicators. We explain the Lasso Health Plan, which is a Medical Savings Plan with a high deductible health insurance plan, as a Medicare option. We identify where to go for unbiased assistance in evaluating coverage.
Hi, I’m New Here ... Avoiding Medicare Mistakes for First Time Medicare Enrollees
- Enrollment window and associated penalties
- What happens if you’ve already claimed Social Security
- Coordinating Health Savings Accounts with Medicare
- IRMAA – what it is and what creates income that gets you there
- International travel and cruising for trouble
- Medicare scams