Already on Medicare?
Let’s Make Sure You’re
in the Right Plan.
Plans change every year. Premiums go up, networks shift, drug formularies update. If you haven’t reviewed your coverage recently, you might be overpaying or underinsured without knowing it. A review takes about an hour and costs you nothing.
Why an Annual Review Matters
Medicare plans aren’t static. Every year, carriers adjust their premiums, change their provider networks, update their drug formularies, and modify their benefits. The plan that was right for you last year may not be the best fit today.
We review your coverage every year to make sure you’re still in the right place. If a better option exists, we’ll show it to you. If your current plan is still the best fit, we’ll confirm that too. Either way, you’ll know for sure.
Real example from our clients: One couple was paying $200 more per month than they needed to because their Medigap carrier had raised rates while a competitor was offering the same Plan G for significantly less. They had no idea until we ran the comparison. A 15-minute review saved them $2,400 a year.
Client results vary. Individual savings depend on plan options available in your area, current premiums, and coverage needs.
What We Look at During a Review
- Premium comparison: Are you paying more than you need to for the same coverage? We compare your current rate against every carrier in your area.
- Doctor network check: Have any of your doctors left your plan’s network? We verify before it becomes a problem at the appointment.
- Drug formulary review: Has your plan changed what it covers or how much it charges for your medications? We run your prescriptions through every available formulary.
- Benefit changes: Did your plan reduce dental, vision, hearing, or OTC benefits? We compare what you had last year to what you have now.
- Rate trend analysis: Is your carrier consistently raising rates faster than competitors? Sometimes switching to the same plan with a different carrier saves money for years.
Schedule Your Annual Review
Fill out the form below and we’ll set up a review of your current coverage. Bring your latest plan documents or your Medicare card, and we’ll do the rest. About an hour, no cost, and you’ll walk away knowing whether you’re in the right place.