A blog about Medicare. What you and your employees need to know
Checklist – Creating A Smooth Transition
Author: Lora Drummond
Medicare Transition Specialist
[20-52] Checklist –Smooth Transition Checklist
A Medicare Transition Preparation Checklist ✔️
Help your employees prepare for a Medicare Discussion.
✔️ HAVE YOU ATTENDED A FREE MEDICARE WORKSHOP?
- Learn the basics about Medicare by attending a free educational workshop like 123Easy Medicare.com
- Gain confidence about what Medicare is so you can make appropriate choices based on YOUR specific needs.
- No gimmicks, no sales pitches. Just what Medicare is and all the options.
✔️ ELIGIBLE FOR MEDICARE SOON?
- Compare your current employer group plan costs to Medicare by completing a Stay or Go Analysis via this link.
- Does your employer have under or over 20 employees?
- Is your employer’s plan creditable?
- Does it make sense to transition while still working based on your needs?
- Are you covering children or a spouse on your current employer plan?
✔️ RETIRING SOON?
- Do you have a specific retirement date in mind?
- Are you on a HDHP and contributing to an HSA?
- Have you obtained an employer verification form to show when your group plan terminates?
- Any chronic conditions or specialists you need for continuing care?
- What kind of benefit coverage will you need when you lose your employer plan?
✔️ TRANSITION STRESS-FREE!
- Schedule a complimentary meeting with a Certified Medicare Planner® (CMP) to help you plan a smooth Medicare transition:
- Create a list of your doctors, prescriptions, pharmacy locations, chronic condition needs.
- Save yourself the stress of comparing over 5000 Medicare plan combinations…CMP’s have proprietary tools to do it for you.
- Your CMP will review all the plans in your zip code and help you narrow them down to the plans with the benefits you desire.
If Medicare feels a bit confusing, we get it!
That’s why we are here – to help make Medicare@Work easier! An employee can find greater confidence about when to enroll in Medicare by consulting with a Medicare expert like a Certified Medicare Planner®… or whether they should wait and keep their employer group plan.
Every situation is different.
Medicare guidance for your employees in 2021.
Create a compliant Medicare benefit support plan. Give your employees personal guidance from a team of experts that will follow them after they retire.
You can receive helpful Medicare resources, and tips and tricks to build your Medicare transition strategy just by signing up to receive a blog article a week delivered to your email. ( We promise only one per week and you can opt-out at any time)
Plus get early notifications of any NEW helpful resources and Medicare news! SIGN UP BELOW!
Your Medicare Transition Partner
Subscribe to Medicare@work
Other Posts from Medicare@work
Medicare has many plan options so you are not stuck with the Medicare plan you chose! You should review your plan annually.
When transitioning to Medicare, employees will need a form called an Employment Verification Form from you to help them enroll under a special enrollment period and avoid penalties.
For retiring veterans, combining TRICARE for Life military benefits with Medicare is a coverage and cost win.
Medicare advertises freebies for folks on Medicare. What things are really free and how do Medicare beneficiaries get them?
Medicare can be made easy for your employees. Here are a few fun limericks to remind you of how our workshops make transition fun.
Having a trusted Medicare expert to refer employees to when unexpected events occur can sure be a welcome opportunity. (And you can thank your superhero power for that one too!)
Did you know Medicare offers more since your parents enrolled! Are they missing benefits they are entitled to?
How to get a win-win for your employee and you with Medicare transition – partner with experts for Medicare resources that will have your employees thanking you!
Here are 5 blissful ways to help guide your employees with transitioning to Medicare and for providing Medicare answers.
Here are some hints and tips for folks helping their parents, family, or friends with making Medicare decisions.