Select Your Plan

Here we'll determine if a client qualifies for Medicare, whether they're nearing 65, planning to retire soon, or facing other relevant circumstances.

In this phase, we'll provide a brief Medicare 101 tutorial, ensuring our client understands the basics. We'll also discuss their insurance requirements, confirming that their preferred doctors and medications are covered by the chosen plan. Following this, we'll complete an application and set up a dedicated file for them here at Retired Health Group.

We conduct an annual review of the client's policy to ensure that all essential services like lab tests, doctor appointments, vaccines, and more are covered consistently from year to year.