Will I Be Enrolled Automatically In Medicare?

Already a Member? Login

GUIDES

All Guides

Determining when a client must enroll in Medicare can be complicated. Depending on the client’s situation, they may be automatically enrolled or they may have to proactively enroll. If the client must follow the Initial Enrollment Period rules, there is the added complication of determining when coverage starts.

To help make this analysis easier, we have created the “Will I Be Enrolled Automatically In Medicare” flowchart. It addresses some of the most common Medicare issues that arise when a client turns 65, including:

Impact of age on enrollment
Automatic enrollment events
Initial Enrollment Period rules
Coverage start dates for Part A, B, & D

Become a Member

View Sample

Related Guides

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Category: Retirement / Decumulation, Insurance Planning

What Issues Should I Consider Before I Retire?

Category: Retirement / Decumulation, General, Life Events

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

Category: Retirement / Decumulation, Insurance Planning, General

Will I Avoid Medicare Enrollment Penalties?

Category: Retirement / Decumulation, Insurance Planning, Life Events

Should I Change My Medicare Coverage During Open Enrollment?

Category: General, Retirement / Decumulation, Insurance Planning, Life Events

Getting Your Referral Stats

“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”

— An advisor in Texas

“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”

— An Advisor from California

“This is probably the best money I have ever spent. I love fpPathfinder!”

— Phillip, an advisor in North Carolina

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

— Ryan, an advisor in New York

“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”

— Kate, an advisor in Florida

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

Congrats!

Welcome Aboard!

Account Set-up

Tailor Your Experience

Congrats!