Get Clear on if You Need to

Enroll in Medicare Now

Take the quiz below to find out!

Deciding when to enroll in Medicare is an important decision- and one that depends on your unique situation. There are many factors to consider, including your current health coverage, retirement plans, and future healthcare needs.

This quiz is designed to help you navigate those considerations by walking you through the key questions and options available. By the end you'll have a clearer understanding of where you stand and what steps to take next in your Medicare journey.

First Name *

Last Name *

Email *

Phone

Date of birth *

Postal code *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

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Who do you currently get your healthcare coverage through? *

Employer/Spouse Employer

Healthcare Marketplace

Other/Unsure

Are there more than 20 employees that work for this company? *

Yes

No

Are you currently contributing to an HSA (Health Savings Account)? *

Yes

No

If you are currently contributing to an HSA (Health Savings Account) you should not enroll in Part A or Part B at this time, you can learn more about how HSA contributions and Medicare work together here: Medicare and HSA

If you are not currently contributing to an HSA but your healthcare is through your/your spouse's employer with more than 20 employees, we recommend enrolling in Part A but not part B at this time. You can learn more about creditable coverage here: Creditable Coverage

We recommend a coverage cost analysis to identify the most cost-effective healthcare options. You can get started by booking a call on the next page.

Not affiliated with the U. S. government or federal Medicare program.

We do not offer every plan available in your area. Currently, we represent 9 organizations which could offer 60 products in you area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare.

Call: 704-985-7884

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Email: [email protected]

This quiz is designed to help you navigate those considerations by walking you through the key questions and options available. By the end you'll have a clearer understanding of where you stand and what steps to take next in your Medicare journey.

First Name *

Last Name *

Email *

Phone

Date of birth *

Postal code *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Privacy Policy

Who do you currently get your healthcare coverage through? *

Employer/Spouse Employer

Healthcare Marketplace

Other/Unsure

Are there more than 20 employees that work for this company? *

Yes

No

Are you currently contributing to an HSA (Health Savings Account)? *

Yes

No

If you are currently contributing to an HSA (Health Savings Account) you should not enroll in Part A or Part B at this time, you can learn more about how HSA contributions and Medicare work together here: Medicare and HSA

If you are not currently contributing to an HSA but your healthcare is through your/your spouse's employer with more than 20 employees, we recommend enrolling in Part A but not part B at this time. You can learn more about creditable coverage here: Creditable Coverage

We recommend a coverage cost analysis to identify the most cost-effective healthcare options. You can get started by booking a call on the next page.