Turning 65 Email 5 of 5 — Ready When You Are: Your Medicare Next Steps
Internal note (delete before sending): Email 5 of 5. Send about 18 days after signup. Suggested subject: Ready when you are: your Medicare next steps. Preview text: A quick recap, and one simple next step.
Hello {{first_name}},
Over the past few weeks we covered a lot. Here is the short version.
Your recap
- Timing comes first. Your Initial Enrollment Period runs 7 months around your birthday month. Missing it can mean permanent penalties and gaps.
- Know the two paths. Original Medicare with a Medigap plan and Part D, or a Medicare Advantage plan. Each has real tradeoffs.
- Check your prescriptions. Compare formularies, tiers and pharmacies, and total yearly cost.
- Come prepared. Bring your doctors, medications, current coverage and questions.
One simple next step
If you are within your enrollment window or a few months from it, the easiest next step is a free, no-obligation conversation. We will:
- Confirm your exact dates
- Compare plans from multiple carriers
- Check your doctors and prescriptions
- Answer your questions, without pressure
Schedule your free 30-minute Medicare consultation
Prefer to talk now? Call 503-832-8555.
Not ready yet?
That’s fine. Keep this series, and reach out any time you have a question. We are also happy to help family members who are approaching 65.
Thank you for letting us be part of your Medicare journey.
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. If you would like to stop receiving these emails, use the unsubscribe link below.