
1
Priorities
-
Replacing employer health insurance with a plan that feels familiar.
-
Keeping costs low, especially if on a fixed budget.
-
Covering prescriptions and preventive care.
-
Finding a plan with vision, dental, and hearing benefits (not covered by Original Medicare).

2
Concerns
-
“Do I really need a Medigap or Medicare Advantage plan?”
-
“What if I want to travel?”
-
“How do I avoid penalties for late enrollment?”

3
Best Plan Choices
-
Medicare Advantage (Part C) – One-stop-shop coverage with extra benefits.
-
Medigap (if staying with Original Medicare) – Covers unexpected medical costs.
-
Part D – Critical for prescription drug coverage.


PRIORITIES

-
Replacing employer health insurance with a plan that feels familiar.
-
Keeping costs low, especially if on a fixed budget.
-
Covering prescriptions and preventive care.
-
Finding a plan with vision, dental, and hearing benefits (not covered by Original Medicare).

CONCERNS

-
“Do I really need a Medigap or Medicare Advantage plan?”
-
“What if I want to travel?”
-
“How do I avoid penalties for late enrollment?”

PERSPECTIVE

I finally have Medicare, but I’m still healthy and active. How do I make sure I’m covered without overpaying?

PRIORITIES

-
Replacing employer health insurance with a plan that feels familiar.
-
Keeping costs low, especially if on a fixed budget.
-
Covering prescriptions and preventive care.
-
Finding a plan with vision, dental, and hearing benefits (not covered by Original Medicare).

CONCERNS

-
“Do I really need a Medigap or Medicare Advantage plan?”
-
“What if I want to travel?”
-
“How do I avoid penalties for late enrollment?”

PERSPECTIVE

I finally have Medicare, but I’m still healthy and active. How do I make sure I’m covered without overpaying?


Priorities
Managing chronic conditions,
stable costs and home care options.
Concerns
-
Am I overpaying?
-
What if I get seriously ill?
-
Should I switch plans?
Medicare Advantage
Lower premiums, good for active lifestyles.
Medigap Plan G
Helps cover hospital costs.
Part D Review
Ensures current meds are covered.

I know Medicare, but my needs are changing.
Ages 71-79
© 2025 | Senior Success Path | Built with ❤ by Advi Arts
© 2025 | Senior Success Path | Built with ❤ by Advi Arts