Complete the Form below to Request a formal Medicare Plan Review

Before You Request a Plan Review

Not every Medicare client needs to change their coverage. In fact, if your plan is working well, I often advise staying put rather than chasing “extra perks” that could disrupt your care. Too many people switch for small benefits only to later discover they lost access to trusted doctors or medical groups.

That’s why we only complete reviews when there is a clear reason (a pain point). Please check the list below.

If none of these apply, we won’t be able to assist you with a review at this time.

Medicare Advantage Pain Points

• Your plan is leaving the market.

• Your primary care doctor or medical group no longer accepts your plan.

• You consistently reach your annual out-of-pocket maximum.

• You want to explore changes during the Annual Enrollment Period (Oct. 15 – Dec. 7).

Medicare Supplement (Medigap) Pain Points

• You’re on Plan J or Plan F and facing high premiums and increases.

• You’re on Plan G but haven’t had a review in 3+ years.

• You can no longer comfortably afford your Supplement plan.

• You’re within your birthday month (the best time to switch without health questions).