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Medicare Needs Analysis

Everyone's health, budget, and coverage needs are different - and there's no one-size-fits-all Medicare plan. Completing a quick needs analysis helps ensure you:

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  • Get the right coverage for your doctors, prescriptions, and budget

  • Avoid unnecessary costs or late penalties

  • Compare plans side-by-side with expert help

  • Feel confident in the choice  you're making

 

💡 All of your information is 100% private and protected.
We never share or sell your details — it’s only used to help you find the best plan for your needs.

Birthday
Month
Day
Year
Do you currently have Medicare?
Yes - Parts A & B
No - Will be eligible soon (Turning 65 / Disability / Losing Employer Coverage)
Current Coverage
How often do you visit doctors or specialists?
Rarely
Occasionally (1 - 3 times per year)
Frequently (monthly or more)
Do you have any chronic conditions?
Are they important to keep?
Yes
No
Other
Preferred Pharmacy:
Other Benefits Desired (Select what's most important to you)
When are you looking to enroll or make a change?
Aging into Medicare (Turning 65)
Annual Enrollment (Oct 15 - Dec 7)
Open Enrollment (Jan 1 - March 31)
Special Enrollment Period (due to move, loss of coverage, etc.)
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