Medicare Support Toolkit
A full toolkit — not just a form. Screeners, plan review, Scope of Appointment, and education.
EM
Scope of Appointment
Confirm the product categories you want to discuss. Kept separate and clear.
Complete SOAMedicare Savings Program Screener
Screener only — final eligibility is determined by the appropriate agency.
Start screenerAnnual Enrollment Period
Oct 15 – Dec 7A short seasonal checklist to keep your plan aligned with your life.
- Review your current plan summary
- Refresh your prescription list
- Update your doctors and preferred pharmacy
- Note anything that changed this year: health, income, providers
- Book a review with your advisor
Turning 65 Checklist
- When to enrollYour Initial Enrollment Period is the 7 months around your 65th birthday.
- What to gatherPrescription list, doctor list, preferred pharmacy, current insurance info.
- Employer coverage questionStill working with employer coverage? We help you decide what to keep and when.
- Part A, B, D basicsHospital, medical, and prescription — we explain the difference in plain English.
- Questions to askBring your list. There are no small questions.
Medicare Education Library
Medicare basics
Original Medicare vs Medicare Advantage
Part D basics
Medicare Supplement basics
Extra Help
Medicare Savings Program
Common enrollment mistakes
What to bring to a Medicare appointment
Appointment Prep Checklist
- Medicare card
- Current plan card
- Prescription list
- Doctor list
- Preferred pharmacy
- Medicaid or Extra Help letters (if applicable)
- Questions you want answered
Screeners here are not final eligibility decisions. Final eligibility for Medicaid, Medicare Savings Programs, and Extra Help is determined by the appropriate state or government agency.