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Common Questions
Your Initial Enrollment Period is the 7 months around your 65th birthday: the 3 months before, your birthday month and the 3 months after. Reach out early so we can plan ahead.
When should I sign up for Medicare?
Yes. Medicare's Annual Enrollment Period runs October 15 to December 7 each year, and certain life events open a Special Enrollment Period.
Can I change my plan later?
It depends on your savings, your timeline and how much steady income you need. We'll walk through the pros, cons and costs so you can decide with confidence.
Is an annuity right for me?
A list of your doctors and prescriptions, your Medicare card if you have one, and any current policy or account statements you'd like us to review.
What should I bring to my appointment?
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