Medicare

Annual Medicare Plan Review

Every October–December we re-shop your Medicare options and tell you whether to switch.

Independent advice — carrier-paid, free to you
About This Coverage

Annual Medicare Plan Review

Medicare plans change every year. Networks shrink, drug formularies move, premiums rise, and new plans appear. The Annual Enrollment Period (Oct 15 – Dec 7) is when you can switch — but the carriers don't proactively tell you what changed.

We do. Every fall, we re-shop your situation against every available plan, compare it to what you have, and call you with a recommendation. Most years that's 'keep what you have.' Some years it's 'switch — here's why.'

What's included

  • Side-by-side renewal vs. alternatives
  • Drug formulary check against your prescriptions
  • Provider network re-verification
  • Premium and out-of-pocket trend analysis
  • Seamless switch handled by us
  • No-pressure recommendation — keep or switch

When this is the right fit

  • Open Enrollment is approaching (Oct 15 – Dec 7)
  • Your plan's premium went up significantly
  • A doctor or prescription is no longer covered
  • You haven't reviewed your plan in 2+ years
Get Started

Ready to explore Annual Medicare Plan Review?

Tell us a little about your situation and we'll come back with a real recommendation.

Get a free quote

Quick form — we usually reply the same business day.

Thanks — we got it.

We'll be in touch shortly.