Annual Medicare Review

Your Medicare Plan
May Have Changed

Premiums, formularies, and network coverage change every year — often without a clear notice. Your free annual review ensures your plan still works for you before the Annual Enrollment Period rush begins.

Limited August & September appointments — book now before spots fill
Why Review Now

3 Reasons Not to Wait Until October

Most people wait until the AEP rush — and end up making rushed decisions. Getting your review done in August or September gives you a real advantage.

🗓️

No October Rush

When AEP opens October 15, advisors are slammed. Book now and get unhurried, focused attention — just for you.

First pick of dates & times
💰

Plans & Premiums Change

Insurance carriers adjust formularies, networks, and premiums every year. What worked perfectly last year may cost you more in 2026.

Catch cost increases before they hit
🔍

You May Qualify for More

New plans, new riders, and expanded benefits are added every year. Your review might reveal better coverage at the same — or lower — cost.

Find benefits you're missing
What We Review

Your Comprehensive
Medicare Check-Up

[Cost] Current plan premium vs. comparable 2026 options
[Rx Coverage] Drug formulary — are your prescriptions still covered?
[Network] Doctor & hospital network — are your providers still in-network?
[Benefits] Dental, vision, and hearing benefits — are you using them?
[Protection] Out-of-pocket maximum and cost-sharing changes
[Options] New plans entering your county for 2026
[IRMAA] Income changes that may affect your Part B premium (IRMAA)
[Strategy] Supplement vs. Advantage — is your current type still right for you?
This review is 100% free.

As a licensed independent agent, Rodney represents dozens of carriers — not just one. That means he can compare your current plan against every available option in your area with no obligation on your part.

No cost to you — ever
No obligation to change
No pressure, no sales scripts
30-minute appointment, phone or video
Walk away with a clear written comparison

"Rodney found that my Medicare Advantage plan had quietly dropped my cardiologist from their network. We switched me to a Supplement and I saved $400 a year while keeping every doctor I wanted."

— Patricia M., Portland, OR

Your Advisor

Rodney Cummings

Licensed Independent Medicare Agent

NPN #18847712  ·  Oregon License #18847712  ·  Licensed in 22+ States

As an independent agent, Rodney represents dozens of carriers — not just one company. He has no incentive to steer you toward any particular plan. His only goal is finding the right fit for you.

Each annual review is personal, unhurried, and honest. Rodney compares your current coverage against every plan available in your ZIP code so you can make a confident, informed decision — or stay exactly where you are.

Book My Free Review
Rodney Cummings, Licensed Medicare Agent — Legacy Wealth Services
Common Questions

Quick Answers

How long does the review take?

Most reviews are 30 minutes by phone or video call. If you want to dig into more detail or explore additional services, we can always schedule a follow-up.

Do I need to bring anything?

Just your current Medicare card and, if you have one, a list of your current prescriptions. Everything else Rodney can look up.

Will I be pressured to change my plan?

Absolutely not. The review is informational. If your current plan is the best available, Rodney will tell you that — and you keep it. No pressure, ever.

I already have a Medicare plan. Why would I switch?

You might not need to. But plans change their formularies, premiums, and networks every year. A quick review ensures you're not paying more than necessary or losing access to your doctors.

Can I do this review even if I'm on Medicare Supplement?

Yes. Reviews cover both Medicare Advantage and Supplement clients. The questions and considerations are different, but both plan types benefit from an annual look.

Limited Availability

Don't Wait for October.
Your Plan Won't Wait.

Medicare plans change every January 1st. Your free annual review ensures you're not overpaying or underprotected heading into 2026. August and September appointments are limited — book yours now.

Free. No obligation. No pressure. 30 minutes.

Call Rodney Book Online
503-832-8555