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.
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