Helping Diligent Advisors Ensure They're On The Right Planning Path
Updated 12/1/2023
Many of your clients currently rely on Medicare plans for their health care coverage. They may have enrolled in Original Medicare or Medicare Advantage, and they likely have prescription drug coverage as well. For current beneficiaries of all of these plans (Medicare A, B, C, and D), October 15 marks the beginning of the Open Enrollment Period, during which changes in coverage may be made.Â
This flowchart helps you guide your clients through a series of considerations when evaluating and comparing their Medicare options. It covers:
Click here for a client-facing email template.