Wealth Management   |   Retirement Planning   |   Tax Planning   |   Fiduciary Services   |   Cleveland, Akron, Canton, Ohio

Medicare Plan Reviews for the Open Enrollment Season

September 5, 2017
Appointments will be available again this year to our Medicare-eligible clients. We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not overpay for medical insurance.
 
As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes.  Or perhaps you aren’t sure if the Medicare plan that you have 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 will be available on the following dates and times at True Wealth Design on a first-come-first-served basis. Other dates may be added, based on demand. Please give a call at 330-777-0688 or email us to schedule
  1. Thursday, October 5th – 9:30am, 11:00am, 12:30pm, 2:00pm, 3:30pm
  2. Wednesday, October 11th – 1pm, 2:30pm
  3. Thursday, October 12th – 9:30am, 11:00am, 12:30pm, 2:00pm, 3:30pm
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 that 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.
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