Turning 65 Email 4 of 5 — What to Bring to Your Medicare Call (A Simple Checklist)
Internal note (delete before sending): Email 4 of 5. Send about 12 days after signup. Suggested subject: What to bring to your Medicare call. Preview text: A 5-minute checklist makes the call far more useful.
Hello {{first_name}},
A 30-minute call with us goes much further when you have a few things in front of you. Here is the checklist.
Have these ready
- Your Medicare number, if you already have your card (or your Social Security number and date of birth if not)
- Your birth date and any Social Security status. Are you already receiving benefits, and when do you plan to start?
- Current health coverage. Employer, spouse’s plan, retiree plan, COBRA or marketplace. If you have employer coverage, note whether it is based on active work and the employer’s size.
- A list of your doctors and facilities, including specialists and your preferred hospital
- A list of your prescriptions: name, dose, frequency and pharmacy
- Your budget picture. What monthly premium feels comfortable, and how you feel about surprise costs
- Travel habits. Do you spend time out of state or out of the area?
- Your questions. Write them down as they come to you
What we will cover together
- Where you stand in your Enrollment Period and any deadlines
- Whether Medigap or Medicare Advantage is the better fit for your situation
- Plans from multiple carriers, compared side by side
- A Part D check against your actual prescriptions
- Next steps and enrollment, only if and when you are ready
What it costs
Our consultation is free and carries no obligation. Our compensation comes from the carriers, not from you, and the price of a Medicare plan is the same whether you enroll through us or directly.
Choose a time that works for you, or call 503-832-8555.
Warm regards, Rodney Cummings Legacy Wealth Services
Legacy Wealth Services is an independent insurance agency. We do not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. We are not connected with or endorsed by the U.S. government or the federal Medicare program. This message is educational and is not individualized advice.