Medicare Reviews During Open Enrollment

Medicare Reviews During Open Enrollment

We have partnered with a Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plan and make the most of your healthcare dollars.**

As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes.  Or perhaps you aren’t sure if your Medicare plan is still meeting your needs.  Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review.

Appointments can be held over the web or in person at our main office on the following dates and times:

  • Wednesday, November 8 – 8:30am, 10:30am, 12:30pm, 2:30pm, 4:30pm
  • Tuesday, November 14 – 10:00am, 12:00pm, 2:00pm, 4:00pm
  • Thursday, November 16 –  8:30am, 10:30am, 12:30pm, 2:30pm, 4:30pm

You’re always welcome to call the main office at 330-333-5900 to schedule over the phone. However, you may find our online scheduling tool to be more convenient. When using this option, please select Medicare Plan Review.

Click here to schedule your Medicare plan review meeting. 

Please be sure to bring the following items with you to the appointment:

  1. Annual Notice of Change
  2. Medicare card
  3. Insurance card showing exact drug plan, advantage plan, or supplemental plan
  4. List of medications showing type, dosage, and frequency

If you are a client who is within a few months of the Medicare-eligible age of 65 and would like information about Medicare, you are welcome to utilize this service as well.

**Note: these meetings are for Ohio and Pennsylvania clients. If you need assistance in another state, we have a national resource. Please email your Primary Advisor.