[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.

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Your Medicare Transition Partner
– Lora