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

Looking for Some Brownie Points with your Boss?

Author: Lora Drummond

Medicare Transition Specialist

Posted: 01/29/2020

How about initiating a discussion about the often-overlooked benefit that Medicare education and transition might bring to your company’s health expense bottom line.

Consider adding a Medicare Transition Team as your personal single-source resource.

From education to enrollment you can get the guidance you need to make transitioning simple and compliant. 

Below we have provided a quick checklist of the services your transition team should provide to support this opportunity successfully:

Provide a comparison between Medicare vs. current group plan offerings

  • Your team should provide you with a comprehensive guide listing all the Medicare plans, supplements, Advantage, and drug plans offered in your area. Not just a select few or only the major insurance companies.
  • Ease in navigating the plan choices and Certified Medicare Planners™ available for guidance.

Provide educational materials to simplify Medicare for you & your employees

Offer educational opportunities for live or virtual Medicare-approved workshops that are SHRM accredited, Medicare-approved, and ERISA compliant

  • Full Medicare transition support including:
    • Representation of all the Supplement and Advantage plans in the market creating carrier-agnostic support
    • Plan comparisons which retain current doctors, lifestyle, health and cost needs to guide as a Medicare fiduciary
    • Representation of all the drug plans available to find cost savings with a non-bias review

Guidance for early exit/retirement planning discussions or before employment termination so Medicare-eligible employees avoid healthcare enrollment risk with the right plan bridging

  • Provide personal and ongoing member support after transition/ enrollment for:
    • Questions
    • Annual doctor and drug cost re-evaluation before each Annual Enrollment Period done for them. Are searches proactively initiated for a member to maintain plans that are right for them every year?

Maintain Medicare compliance and certification standards for all available carriers (not a select few) every year.

  • Specialize in Medicare planning exclusively.
  • Do they charge for services? Agents should never charge for these levels of service. No charges should ever be incurred for education, enrollment, or ongoing support, and access for reviews as necessary or requested. 

 We know of a team with all of those qualifications that we have been working with… (wink, wink).

 Check them out here

By adding Medicare education to your benefits package you are adding unrealized total rewards and providing more choices for your employees. Having a Medicare transition team creates confidence in your ability to compliantly educate and transition eligible employees to Medicare while reducing costs for your employees and boosting your bottom line.
Ready to get started? Check out our blog weekly for new resources, and helpful tips and tricks to build your Medicare transition strategy. Your Medicare Transition Partner – Lora

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