Personal Medicare Coverage Review

Where Are You With Medicare?

First Name

Last Name

ZIP Code

Which best describes you?

I'm turning 65 or new to Medicare I already have Medicare I'm helping a family member I'm not sure where to start

Please fill in your name, ZIP code, and select one option above before continuing.

Your Current Coverage

Which best describes your current health coverage?

Medicare Advantage Original Medicare plus Medicare Supplement Original Medicare only Employer or retiree coverage Other I'm not sure Not yet — I'm new to Medicare

What would you like help exploring?

Whether my current coverage is still the right fit Medicare Advantage Medicare Supplement or Medigap Prescription Drug coverage I'm turning 65 and need help getting started Comparing my Medicare options Annual Medicare review I'm not sure and would like James to walk me through it Other

Please answer both questions above before continuing.

What Matters Most to You?

Choose as many as apply.

Keeping access to my doctors Prescription coverage and costs Monthly premiums Out-of-pocket costs Dental, vision or hearing benefits Travel and flexibility Understanding what my current coverage provides Making sure my coverage still fits my needs I'm not sure and would like some guidance

Please choose at least one option above before continuing.

Let's Talk

Phone Number

Email Address

What's the easiest way for us to talk?

Phone In person Video meeting

Anything else you'd like me to know? (optional)

Please fill in your phone, email, contact preference, and check the consent box before submitting.

Is Your Medicare Coverage Still the Right Fit?

Where Are You With Medicare?

Your Current Coverage

What Matters Most to You?

Let's Talk