The Help Me Medicare Man Team has developed a Standard Operating Procedure (SOP) specifically designed to integrate seamlessly into your workflow as a Financial Advisor.
It's Simple! Refer your clients at age 63 OR 12 months prior to retirement if they are over age 65.
Please enter the information below to connect me with your client for their Medicare Planning. Thank you!
Client Info
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Still working
Retired
Covered under a spouse or domestic partner
Unknown
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🔴 Red Zone - Turning 65 in 3 Months or Less
🟡 Yellow Zone - Turning 65 in 4- 9 Months
🟢 Green Zone - Turning 65 in 10+ Months
🔷 Medicare Plan Review (MA or Supplement)
🟥 Red Zone - OVER 65 - 3 Months or Less
🟨 Yellow Zone - OVER 65 - 4-9 Months Out
🟩 Green Zone - OVER 65 - 10+ Months Out
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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800 MEDICARE to get information on all of your options.
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