Medicare Quick Clarity Session

Service Description

Fast answers. Focused guidance. Confident next steps. Sometimes you don’t need a full deep-dive. You just need expert answers so you can make the right Medicare move without second-guessing. In this 30-minute Zoom or phone session, we’ll focus on your single most important Medicare question or decision. Common Topics We Can Cover: -Enrollment timing: Confirm your exact Medicare start date and avoid penalties. -Employer coverage decision: Stay on your group plan or switch to Medicare now? -HSA coordination: When to stop contributions and how to use your balance without tax penalties. -Part B start date: Should you enroll now or can you delay safely? -IRMAA impact: Quick assessment of whether you’ll face surcharges — and how to reduce them. -Plan direction: Decide whether Medigap or Medicare Advantage might be the better fit (high-level overview). -Drug plan check: Quick look to see if you’re in the right Part D plan for your prescriptions. -Penalty review: Understand if late-enrollment penalties apply and how to avoid or appeal them. What You’ll Receive After the Session: -A summary email with key takeaways from our conversation -Relevant charts or forms (e.g., IRMAA chart, CMS-L564 if applicable) -Links to resources tailored to your situation $99 session fee credited toward a Comprehensive or Premium package if booked within 14 days Who This Is For: -People approaching Medicare who have one main question to resolve -Those weighing Medicare vs. employer coverage -Anyone who needs clarity fast before a deadline or enrollment period Why Book This Instead of “Googling It”? Because Medicare rules are nuanced — and one wrong move can cost you thousands. In 30 minutes, you’ll get personalized, accurate answers based on your exact situation.