A blog about Medicare. What you and your employees need to know

Checklist – Creating A Smooth Transition

Author: Lora Drummond

Medicare Transition Specialist

Posted: 05/17/2021

[20-52] Checklist –Smooth Transition Checklist

A Medicare Transition Preparation Checklist ✔️

Help your employees prepare for a Medicare Discussion.


  • Learn the basics about Medicare by attending a free educational workshop like 123Easy 
  • 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.



  • 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?



  • 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?



  •  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.

Checklist for a smooth Medicare Transition

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
– Lora

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