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Quick Guides

True Out-Of-Pocket Costs of Medicare Part D

Understanding the different stages of Medicare Part D coverage can save your client money and help them make more informed decisions about your healthcare. Stay informed and make the most out of the benefits! 💙💊

Medicare and You

The 2027 guide for you and your clients to navigate Medicare. This is released by CMS and has a complete description of important changes to Medicare coverage this year.

Medigap Guide

This is a comprehensive description and guide published by CMS to assist in educating the consumer about Medicare Supplement’s.

Medicare Coordination of Benefits

This is a guide published by CMS to help you understand coordinating Medicare with a group policy.

Medicare Part D Low Income Eligibility Chart

This chart will help you navigate the qualifications for the government assistance programs dedicated to help pay Medicare related expenses with prescription drugs.

Medicare Part D Cost Sharing

This chart helps to explain who pays what for Medicare part D.

2025 Medicare Costs

This is a chart built to navigate the 2025 out of pocket cost associated with original Medicare. Example: deductibles, premiums, and coinsurance.

Scope of Sales Appointment Confirmation Form

This is a generic copy of the 2022 Scope of Appointment.

Medicare Needs Analysis

This confidential assessment gives you context targeted around your client’s current health requirements and helps identify a complete picture of the needs that are most crucial. A valuable step in the appointment process.