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Medicare Plan Reviews for the Open Enrollment Season at True Wealth Design

September 1, 2015
Medicare Plan Reviews for the Open Enrollment Season at True Wealth Design
As we continue to strive to meet the comprehensive retirement planning needs of our clients, this fall we will be making a new service available 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 to schedule
  1. October 7th – 1pm, 2pm, 3pm, 4pm
  2. October 8th – 9am, 10am, 11am, 1pm, 2pm, 3pm, 4pm
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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