Does your loved one need Medicare guidance?
Helping a family member enroll in Medicare and choose a Medicare plan may seem like a stressful task, but it doesn’t have to be. We can be your guide and simplify the process so you both feel confident in their decision. Get started by downloading our checklist that explains what steps you should take and when.
“Morgan was really patient and understanding of my mom she made sure she to not be pushy or make her feel rushed I couldn’t have asked for a better person to help my mom make the best decision on picking her Medicare coverage.” – Ashley R.
How to help a family member enroll in Medicare or choose a Medicare plan.
Medicare is confusing for everyone, so you need a partner like RetireMed to help you navigate Medicare. Our advisors are with you every step of the way, helping your family member enroll and researching plan options that match their needs, budget, and lifestyle. Just like you, we want to make sure your loved ones are well taken care of and are on the right plan for their unique situation. Plus, there is never a cost for our services.
Additionally, we provide lifelong support. Our Client Engagement Team is here for them and YOU year-round. As a family member or caregiver, you need someone who can answer your questions and offer assistance. At RetireMed, we can add authorized users to accounts for our clients, meaning that once your loved one is a client and they add you to their account, you can call in and ask questions about anything pertaining to their insurance coverage.
Do you know when they are eligible for Medicare?
First, you will need to determine when they are eligible for Medicare. Our Eligibility Tool can help.
Do they plan to continue working after age 65?
Retirement isn’t a requirement for Medicare. Your family member can enroll in Medicare and continue working full or part time. Learn more here.
What should I do when they’re ready to enroll in Medicare?
1. Gather a list of their preferred doctors and medications
With this information, we can ensure that the plans we evaluate align with your loved one’s specific health care needs, enabling us to provide you with personalized recommendations tailored to their unique situation.
2. 5-Minute Phone Assessment Call
RetireMed for your initial phone assessment. In this brief phone call, we'll collect key pieces of information (such as date of birth, location, and doctors and medications) that will help us research Medicare plan options in your area.
3. Get scheduled for your Medicare appointment
During this appointment, you and your family member will speak one-on-one with a benefit advisor who will review the research we conducted and show you several Medicare plan options that fit their needs. Additionally, we provide assistance with the enrollment process from start to finish.
How to help a family member switch to a different Medicare plan.
Perhaps your family member already has Original Medicare (Parts A and B), or Original Medicare and a stand-alone prescription drug plan (Part D), but would like to consider switching to a Medicare Advantage plan (Part C). Or maybe they are already on a Medicare Advantage plan and you’d like to explore other Medicare Advantage plans. Our advisors can compare their options and explain when they can make these types of changes, such as during Medicare’s Annual Enrollment Period, Oct. 15 – Dec. 7 each year. Learn more about enrollment periods here.
Reach out to RetireMed for personalized guidance.
Our team supports you through every step in the Medicare process—from finding the right plan to enrollment and beyond. We'll handle all the paperwork and make sure your loved one is on track for a smooth transition to Medicare. Plus, our services are provided at no cost or obligation. Meeting with us is easy: in-person at our Miamisburg or Blue Ash office, by phone, or by Zoom video appointment.