MEDICARE PLANNING: A KEY PART OF The Retirement Puzzle
If you’re ready to make the most of your future, we’re ready to help you make the most of Medicare.
Medicare Planning Assistance We'll Help You Navigate the Medicare Maze
There’s more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.
At SWD, our financial professionals can escort you through this complex federal program and craft a plan that’s designed to answer some of its most pressing questions, such as:
- How could my income affect my monthly Medicare premiums?
- Do I need to sign up for Medicare Part A and B if I’m still
working? - How can private insurance help me with the costs of Medicare?
- How do I avoid the coverage gap with Medicare Part D
prescription drug plans?
MEET YOUR MEDICARE GUIDE Schedule Your Medicare Planning Consultation Today.
Jennifer Linzey | Medicare Specialist
Jennifer has been insurance licensed since 2007 and is ready to help you find your way through the complex world of Medicare.
Your Prescription for Unlocking the Power of Medicare Part D
Navigating the world of Medicare Part D (prescription drugs) can seem like an intricate puzzle. But what if you had a guide to make every piece fall perfectly into place?
That’s where we step in. At Strategic Wealth Designers, we’ve already performed thorough research to bring you a curated selection of plans that stand out. We don’t represent all the drug plans in the country; we represent the ones that best align with and serve our clients’ needs.
Step into Simplicity
To start the process, simply click on the Find a Medicare Plan button - and then search for available plans by your ZIP code. It's your gateway to clarity and confidence in your Medicare choices.
Key Dates to Remember
- By default, the date for plans to go into effect is the first day of the following month. No waiting, no worries.
- During the Annual Election Period from Oct. 15-Dec. 7, the effective date shifts to Jan. 1. Mark your calendars to make the most of this opportunity.
Important Advisory
Choosing Part D is a significant decision, especially if you’re enrolled in a Medicare Advantage plan. Please note that opting for Part D could nullify your current Medicare Advantage plan.
This is why our licensed Medicare Specialist, Jennifer Linzey, is ready and eager to assist you. Please contact Jennifer before making any changes; her experience can be invaluable in helping you make the most informed decision possible.
Your Next Steps
It’s important to note that this information is your starting point, a tool to guide you toward the right choices for your health and well-being.
For personalized advice, tailored to your unique situation, be sure to schedule a Medicare consultation. Remember, with SWD, you aren’t just choosing a Medicare plan; you’re choosing to proceed with confidence, knowing that professionals are committing to helping pave your path to the best possible coverage.