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

Partnership – What is a Medicare Planning Team?

Author: Lora Drummond

Medicare Transition Specialist

Posted: 04/05/2021

[14-52]- Partnership – What is a Medicare Planning Team?

Like the benefits team you have in your company, transitioning to Medicare is best supported by a dedicated team. We want your employees to be as successful transitioning to Medicare as they were enrolling in a group plan.

When you engage a team of Medicare experts, your employees will know their responses come from people with experience managing Medicare. There are important considerations that go into choosing Medicare. That’s why working with Medicare Planners is essential.

Here are some of the advantages of having employees work with a Medicare Planning team for support:

Medicare Expertise

Your employees talk to Certified Medicare Planners®, who bring more than 50+ years of combined Medicare Planning experience to help guide them, coupled with a support team to answer questions with easy to follow and calm responses. Our experts have faced countless transition scenarios, so we are poised to provide solutions AND minimize stress. We all know that Medicare can be confusing and stressful to navigate. Your employees will receive dedicated support when they begin inquiring about Medicare from anywhere, nationwide.


Medicare Education

Our founders believed that the first step in making confident decisions was in having a sound basis for what Medicare is. How can people make confident decisions about things that they don’t fully understand? 123easyMedicare Workshops were born to simplify Medicare into digestible parts. No sales gimmicks or pitches welcome. Only facts that help folks to communicate their needs and pick plans that are appropriate for them.


Medicare Planning Tools

When meeting with a Certified Medicare Planner®, each individual’s healthcare and lifestyle needs are important. If a person is still working when eligible for Medicare, we qualify the details of their group plan first to determine the best time to transition using our Stay or Go Analysis.  Sometimes if working past age 65, it makes sense to stay on a group plan. We show them the comparison of their group plan and Medicare so they can decide when to transition. They can also return later if they defer enrollment and confidently enroll with a Certified Medicare Planner® they already feel comfortable with.  


Enrollment Help

Certified Medicare Planners® are fiduciaries trained to ask questions to help employees decide what benefits are essential to finding plans to suit their needs. Our team uses proprietary software that offers a comparison of all the plans in a particular area. So your employees get a transparent view of all the plans available to them, not just a select few.  If an employee is ready to transition to Medicare, we can continue the process’s simplicity by facilitating their enrollment. 


Ongoing Support

The planning doesn’t stop at initial enrollment. Employees will receive annual reviews to make sure the plans they chose will continue to benefit them as their needs change or as plans change. This provides the same level of benefit support they had with you when it came to annual benefits enrollment time.


Benefit To You

There is no charge for any of our services. Your employees receive fiduciary guidance and non-bias carrier-agnostic support. We strive to provide the same level of care they received as active employees. Your retiring employees have a lot of change to navigate. The site is a broad base of information to digest. They will thank you for providing a dedicated benefits transition that eliminates their stress and worry about leaving their group plan.  (Insurance companies compensate us if an employee enrolls when they are ready.)

Now you know what a Medicare Transition team is and how they help. Contact me for more details on how we are making Medicare transition easy for employees of companies and municipalities nationwide.

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®. …And whether they should wait and keep their employer group plan also. Every situation is different.


Medicare guidance for your employees in 2021.

The Partnership that comes with a Medicare Planning Team

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)

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Your Medicare Transition Partner
– Lora

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